at Financial Technnology Year
Please contact them if you have any questions.
Advisor Transition Services
from FocusPoint Solutions
Services to help establish independent advisor firms, facilitate custodian relationships, manage client communications during transitions, set up new accounts, and transfer cost basis information and account details.
Category:
Wealth & Investment Management
Registered investment advisers, private wealth managers, and family offices providing discretionary or advisory investment management services.
Wealth & Investment Management
Publicly available data, summarised using AI.
If you are the vendor, claim your page