Tower Transitions is a full service transition support firm. You will have a partner from start to finish. We are available for some or all of your transition process and will create a custom plan that meets your specific needs.
Prepare Reps to Transition to a New Firm
Planning the transition of your assets early will ensure a smooth onboarding experience. We will prepare your data to ensure you have all of the information needed to open accounts at your new firm. The biggest indicator of a successful transition is the accuracy and thoroughness of the client data.
Manage Asset Transfers Quickly and Efficiently
In addition to capturing account data we can assist with the transfer of clients and assets to the new system. Each system is unique and has it's own specifications, an accurate data set is critical to a successful transition.
Develop a Custom Transition Plan
Brokerage? Advisory? Direct Business? No problem! We will capture all of the details to create an accurate, comprehensive data set. This can be used to track the transition of assets after the live date, too.
Repapering Post Transition
Our support is available after your live date, too! We will continue to assist you with new account forms, transfer paperwork, and direct business change forms as applicable. We are able to print/FedEx or DocuSign forms for your clients to sign electronically.
Let's Work Together
Call or email today for a consultation. We are sure we can make your transition easier!