RIA and Broker-Dealer transitions can be complex and time-consuming. Forms Logic’s Migrator software streamlines the advisor transition process, automating compliance paperwork and reducing delays for financial professionals. Here’s why clients choose Migrator to streamline their transitions:
- Comprehensive Logic for All Firms, Vendors, and Custodians FL works to ensure there is a complete library of logically coded forms for every major firm, vendor, and custodian in the industry. This ensures you have the exact documentation needed for account openings and transitions without the hassle of manual research and form preparation.
- Proprietary Upload Spreadsheet for Data Normalization Our proprietary upload spreadsheet allows users to normalize all client account data. This step ensures a clean, organized data set that can be seamlessly loaded into the Migrator system. No more worrying about data inconsistencies or mismatched formats.
- Intelligent Form Selection and Auto-Population Once your data is uploaded, Migrator’s advanced logic determines the specific forms required for each account opening. It then auto-populates these forms with the relevant data from your spreadsheet, saving hours of manual input and reducing the potential for errors.
- Flexible Sign Options and Back-Office Integration Migrator offers both print and e-signature options for completed forms. Regardless of the signing method chosen, the system ensures that completed forms are routed directly to the back office for swift processing. This end-to-end workflow eliminates unnecessary delays and keeps your transition on track.
- Fast Implementation and Transition Timelines
- New Firm Setup: Migrator can onboard a new firm in just 2-4 weeks, depending on the quality of the forms provided.
- Transition Timelines: Once the site is set up, each advisor transition can be completed in as little as two weeks, with a typical estimate of four weeks depending on the availability and quality of data.
Why It Matters Migrator reduces the stress and complexity of advisor transitions by leveraging intelligent technology and streamlined workflows. With faster transitions, fewer errors, and comprehensive support, Migrator empowers firms to maintain business continuity while scaling their operations.
Ready to transform your transition process? Migrator is here to make it happen.