ADVISER ONBOARD ASSIST

Replace the otherwise highly time consuming, exhaustive role that each AFSL must eventually take on. When you obtain your own AFSL, or when new advisers join you from elsewhere, they must apply for a new code with every provider.

Once completed (2 days up to 2 months later) the adviser’s clients must be transferred from their old adviser code to their new one. No mean feat, we can assure you. We can also assure you we’ve done it literally thousands of times.

Put your time, effort and resources into something more productive. Let us do this part, with ADVISER ONBOARD ASSIST.

Schedule a time to discuss how COMMCENTRAL can enhance your AFSL