Axxcess prides itself on its commitment to an exceptional transition experience, by providing a custom solution for your firm’s transition needs. We will develop a business model strategy with a transition timeline using precise milestones, tasks and execution deadlines. Axxcess provides a dedicated team responsible for your transition, with a deep understanding of every functional area of wealth planning, investment strategy, regulatory, compliance, and business operations.

Transition timelines are a function of your current firm’s relationship with you, current custodians, and client account structure. Generally, if you are working with an independent custodian like Schwab and you do not have restrictive covenants in your employment agreement, we can complete transitions in as short as 45 days. We have established digital workflows to allow most transition documents to be signed by clients virtually.