When your firm changes providers, restructures its investment model or moves to managed accounts. Scoping, coordination and support through the transition.
Not a project plan that stalls at week three. A managed process with defined milestones, clear ownership and support through to completion.
Every transition begins with a clear scope: what's moving, who's involved, what the timeline looks like and where the risks sit.
Adviser briefing materials, client communication templates and talking points so your team can explain the change clearly.
Post-transition review with documented outcomes and any remaining actions. The handover is clean and complete.
We manage the coordination so your advisers stay focused on clients, not logistics. Every step has a defined owner, a timeline and a documented outcome.
Transition scoping and risk assessment
Stakeholder mapping and coordination
Timeline design and milestone tracking
Adviser briefing and client communication materials
Platform and provider liaison
Post-transition review and handover documentation
This service suits firms that are changing managed account providers, moving to managed accounts for the first time, restructuring their investment model, or integrating a new practice or book of clients.
If you are currently…
Every stakeholder informed, every milestone tracked, every action documented.
We map the full transition: what's changing, who needs to be involved, what the risks are and what the timeline looks like.
We manage the transition against the plan. Platform liaison, adviser communications, milestone tracking and issue resolution.
We conduct a formal post-transition review, document outcomes and remaining actions, and hand over to your ongoing processes.
Every engagement begins with an honest assessment of where your firm is and where the pressure sits.
Yes. Transition work often sits alongside governance framework design or managed account implementation. The scope is defined for each service separately.
Simple provider changes might take six to eight weeks. More complex transitions involving multiple platforms, client segments or structural changes can take three to six months.
We prepare the communication materials: templates, briefing documents, talking points and FAQs. Your advisers deliver them to clients directly.
We can step in at any stage. We’ll assess where things stand, identify what’s blocking progress and build a revised plan to get back on track.