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Moving paper documents to the digital age
LATEST RELEASE
08/31/2022
CATEGORIES
Sales
Moving paper documents to the digital age
Finity360 Transition lets the Financial Advisor’s transition is a challenging and cumbersome process, it involves clients’ data privacy, data accuracy, new account openings, data transferring by complying with FINRA regulations, and more. This process requires a tremendous amount of paperwork that needs to be processed, signed, and submitted. Which may last for about 3-6 months, thus affecting Advisors with the loss of revenue and business disruption.