How does our service Benefit You?
Off-site preparation reduces disruption to your office routine, and confidentiality is enhanced.
Comprehensive Transfer Checklist to aid in the transfer preparation.
Laser printed, personalized client letters on your Firm’s letterhead with scanned signature, if desired.
ACAT and other account documents are laser printed with client information, and have highlighted signature areas to facilitate the account transfer process.
Organized, professionally prepared client packets are ready for postage and mailing, and set to make an excellent first impression to clients.
Situations requiring special attention are clearly noted to aid accurate and expedited client contact.
Convenient, alphabetized Master List containing account titles, previous account numbers and an area for the new account numbers is used for tracking each account transfer.
Address & Telephone Book with client addresses and telephone numbers (if provided) facilitates timely client contact.