Bring your book with you.
Without breaking your team.
You decided to move to build something better. Don't let the repapering be the thing that breaks you on the way there.
The transition isn't the part anyone tells you about.
It's the part that almost makes you reconsider.
You've built the relationships. You've made the call. You're going independent, or joining a firm that's actually built for you. Then you discover what repapering actually looks like.
Ninety days. Hundreds of forms. Account applications, transfer-of-asset forms, feature forms, for every household, sometimes for every account. Your assistant is buried. Your weekends are gone. Some clients drift in the silence between "we're moving" and "we're done." A few don't come with you.
We do the parts that grind. You do the parts that matter.
The data collection happens once
From your existing systems, your documents, your client conversations. Not from each client filling out a fresh intake.
Forms get pre-filled across your new custodian
Fidelity, Schwab, and others. Validated, mapped, ready for client signature.
Clients see a calm, organized move
Not seven separate emails asking for the same information. The experience matches the message you're selling them.
See every household in one place
No more chasing your assistant for status. No more mid-night Excel updates.