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.

Let's Get Started

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.

Capacity Without Hiring
Your team is already at capacity on planning and client work. We run the mechanics of the move so your advisors can stay focused on client relationships.

Full, Client-Facing Support
Bulk spreadsheet preparation and validation, agreements through your custodian's e-Signature tool, account opening, ACATS initiation and tracking, NIGO resolution, follow-up cadence, and CRM updates at every step.

Status Reporting, Always
You and your clients hear from us at every step. Nothing goes silent.

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.

View Our Transition Engagement Overview

Each engagement is scoped per firm based on type/data portability, household count, and services selected.

A formal proposal is sent following your introductory call.

SCOPE OF SERVICE

Transition execution: client invitations, agreements through your custodian's e-Signature tool, follow-up, paperwork, transfer tracking, and NIGO resolution

Data gathering and cleaning, including bulk spreadsheet build as appropriate

Transition-specific workflow built for your firm

Best-practice workflow template suite delivered as PDFs: onboarding, review meetings, prospect-to-client, beneficiary updates, client death, transfers and rollovers, and more

CRM household placeholder records, tracking only (client data not entered)

Placeholder file in your document storage system for each household, limited to filing the client agreement

Firm-wide CRM build or workflow configuration: workflow templates, email templates, task templates, tag groups, last review date setup, and other firm-level CRM configuration (handled as a separate CRM consulting engagement)

Draft ADVs or client agreements

Make data-take, custodian configuration, or compliance decisions

Provide investment, financial planning, or compliance advice

Serve as the primary point of contact for clients

All Standard services

Full CRM contact-record build-out: household and individual data entered, including dates of birth, SSNs, email addresses, phone numbers, mailing addresses, client agreement dates, and ADV / disclosure delivery dates

Custodian feed to CRM and billing setup at the firm and household level

Financial planning tool record build-out: household profile, asset and income entry, and software integrations

Holistiplan record build-out: household entry, tax returns, tax letters, and scenario

Household file build-out beyond the agreement placeholder: client file migration and household folder organization

Households holding alternative investments require additional work: subscription documents executed directly with issuers, sponsor coordination, and additional paperwork cycles. These households are scoped separately and carry an additional cost beyond the base engagement.

Schedule a Call

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