TRANSITION SERVICES
Custodial transitions to Schwab and/or Altruist, run by the team that lives in these platforms every day.
Why Village Runs Your Transition Better
Most transition firms are transition firms. We're a Fractional CSA firm that also runs transitions, and that order matters.
Custodian fluency from daily use
Our team is logged into Schwab Advisor Center and Altruist every day, supporting fee-only firms with the same operational work your move will require. NIGO patterns, transfer edge cases, account-type quirks, paperwork that gets kicked back: we know them because we've worked through them this week.
Project discipline that compounds with expertise
A transition is operations under deadline pressure. Project discipline alone isn't enough, and deep platform knowledge alone isn't either. The combination is what holds a two-month move on rails.
A natural handoff into ongoing servicing
The same team that runs your transition can stay on as your embedded Fractional CSA when the engagement closes. No re-onboarding, no learning curve, no second vendor. The move ends and the support continues.
SOLUTIONS FOR
Leaving a Captive Firm
You're building from scratch: limited data portability, every client contacted individually, a tight resignation-to-go-live window, and no operations team in place to run the move.
Built From Day One
We help build your transition workflow, prepare and clean your data into your custodian's bulk spreadsheet, and execute every client-facing step, end-to-end.
Communication, Coordinated
We support your client communication plan and execute every outreach: invitations, agreements through your custodian's e-Signature tool, follow-ups, and the calls that need a human on the line.
Standardized For Growth
At the end of the engagement, you receive a best-practice workflow template suite (onboarding, review meetings, prospect-to-client, beneficiary updates, transfers, rollovers, and more), specific to execution at your custodian, for your team to use however you want.
SCOPE OF SERVICE
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Help build and populate the custodian bulk spreadsheet, where applicable, including data gathering and cleaning
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Review and send client invitations through your custodian's onboarding workflow
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Send client agreements with ADVs through your custodian's e-Signature tool
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Follow up with clients and get on calls when needed
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File every document, maintaining organized structure
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Update the CRM throughout
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Track every transfer and resolve any NIGOs
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Communicate with clients at every step
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Build the transition-specific workflow for your firm
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Deliver a best-practice workflow template suite as PDFs at the end of the engagement
WEALTHTECH FAMILIARITY
Your Investment
Transitions are priced per household served, not by tier.
$158 per household | $3,000 minimum engagement
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Firms with alternative investments scoped separately
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50% at kickoff | 50% the day before go-live
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Two-month engagement window with a hard stop*
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Agreement sent immediately so work can begin
*At the end of the two-month window, open items are tied off, your workflow template suite is delivered, and the handoff package closes the engagement.
If you need continued client-servicing support, the natural next step is our Fractional CSA service: the same team that ran your transition, embedded in your systems day after day.
ADDITIONAL SERVICES
Alternative investments: households holding alts are scoped per household and run roughly double the time of a standard household. Subscription documents executed directly with issuers, custodian coordination, and additional paperwork cycles that don't fit a standard workflow.
Email migration: moving the firm's emails as part of the move
Tech stack setup: integrations and getting your tools talking to each other
Financial planning tool and software record builds: building out household records in your planning tool, Holistiplan, document storage system, and any other software where households need to be set up