Wealth, Simplified.

Simplify Transitions With Back Office Support Services

You have a profound impact on your clients’ financial futures, and you need to be able to talk with them, meet with them, and understand their unique goals. You cannot afford to get stuck in your back office, buried under paperwork and unable to tend to your clients. If you feel torn between keeping your practice on-track and staying close to your clients, it’s time to get an ally in your corner who can clear the chaos off of your plate. WealthSource Partners is that ally.

Whether you need to streamline your current processes or it is time for you to transition to something new, WealthSource Partners stays alongside you and your clients every step of the way. We understand that you are striving to achieve in a cutthroat industry, and any honest advantage you can get is priceless. It’s why we do what we do! Our complete set of transition solutions includes the following list.

Revolutionary Back Office Solutions

  • Set up new accounts – We ensure that all the bases are covered and that settings align with you and your clients’ needs.
  • E-Signature capability – We provide the highest level of convenience to your clients.
  • Paperwork completion – We ensure that every piece of paperwork that is relevant to the transition is completed punctually and with excellence.
  • Great negotiated pricing – When a custodian is necessary, we negotiate for you to help you get the best pricing.
  • Asset review and approval – We review your client’s assets, approving or disapproving them, helping you put your clients in the best position.
  • Asset transfer coordination – Leave the nitty-gritties of asset transfer up to our experienced team.
  • IAR logistics – We smoothly and conveniently facilitate IAR licensing and registration.
  • Diverse expertise – Our experience with many different institutions means we can smooth transitions anywhere.

Take Your Practice To The Next Level

Making a transition in any type business is challenging, but financial advisors face a special set of hurdles and WealthSource Partners is here to help. Because you are responsible for your clients’ money, it does not take much to make them anxious. They want stability and growth, not changes and transitions. However, the time comes when change is necessary. As we said, whether that means you revamp your everyday processes or try something new completely, you must do what is best for you and your practice.

At the end of the day, your clients need peace of mind. They need to feel safe and cared-for. You are in a unique position to provide this peace of mind, but you have to ensure you don’t get stuck in the back office weeds. It’s too easy to drown in paperwork, only to realize your clients feel neglected and unsure that you have their best interests in mind. Advisors who are too busy to talk to their clients lose the ability to succeed. Do not let that happen to you. WealthSource Partners is here to get you out of the back office and into the meeting room. Contact us today to get started with our back office support services.

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A Simpler Approach

Life is Complicated. Investing Shouldn’t Be.

A transparent and honest relationship starts with a human advisor that can understand your needs and goals. At WealthSource Partners we value the advisor-client relationship.

Technology can be a great tool or a complete waste of time and money. Utilizing a robust platform of advanced technology our advisors can simplify the client experience.

Financial Planning doesn’t have to be complicated. Our advisors focus on the big picture of financial planning and make the process as simplistic as possible. Sometimes it is as easy as investing differently to achieve your goals.

Stop Googling financial jargon your current advisors use. With our transparent and easy to understand communication you can truly understand your financial picture.