Tower Transitions supports you with over 40 years combined experience in financial services and data security. Our team of project managers will work to compile and organize your data to smoothly move to your new firm.
We will work with you on client information to enable you to pass the most stringent KYC checks. We will review the account information and make sure you have all of the pertinent data to open your new accounts without Not In Good Order messages. We can assist with coordinating product mapping with the new firm by compiling CUSIPS and product details. We will assist you with updating your information with carriers and help you track your appointment updates.
Your transition doesn't have to be difficult, call us today to discuss how we can help you.