Acquiring another advisor's book is staged, consent-tracked, and checklist-driven — so a messy CSV becomes a clean, compliant transition you can measure after close.
Staged imports with validation and dedupe: land rows, review and edit them, link to existing households, then promote — one at a time or in bulk.
Consent campaigns and a transition comms hub keep client communication tracked through the move.
Bulk repapering sends the new paperwork for e-signature across the whole acquired book.
A due-diligence module and deal economics, with retention and earn-out analytics after close.
A transition work queue so nothing about moving a client slips.
Every book acquisition and where its transition stands.
Staged rows, mapping, and consent for one acquired book.
