Transition Assistant Brochure

We understand the challenges advisors face when transitioning to a New Broker-Dealer. So we created our Transition Assistant solution to remove the hassle during the on-boarding process. It enables new advisors to store all their previous records, plus new transition records, in a secure, temporary repository. And there’s no need to manually fill out the transfer paperwork.

When the transition of the advisor is complete, the records are immediately transferred to the new Broker-Dealers Docupace site. No business interruption. No security risk. No problem. It’s as easy as flipping a switch.

Download The Transition Assistant Datasheet

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