Advisor Transitions 2026: Benefits, Features & Pricing

Advisor Transitions is a comprehensive solution designed to streamline the financial advisor transition process. The product aims to help broker-dealers and registered investment advisors (RIAs) onboard new advisors with minimal disruption to their business.

The solution features a digital workflow that quickly populates new account paperwork, reducing the risk of errors. It covers all lines of business and stores documents in a secure, cloud-based vault. Advisors receive personalized support and assistance throughout the transition.

By using Advisor Transitions, firms can attract top advisors with the promise of a smooth transition experience. The solution helps new advisors become productive faster, while also reducing paper costs associated with the transition process. This empowers firms to bring on more advisors and grow their business.