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Transition Services

Changing broker-dealers is one of the most important business decisions you will ever make. We think planning is the key to a seamless transition, and we make it our top priority to have you up and running as quickly as possible. For years, we have helped advisors move their business to Royal Alliance; and we have developed a transition strategy that can be customized to your individual needs.

Affiliation Manager
You are never alone during your transition to Royal Alliance. An Affiliation Manager is dedicated to your transition from day one. Your Affiliation Manager is your primary liaison and guide, will review your needs and concerns, learn your business, tailor a plan, and is prepared to do what it takes to get you up and running as fast as possible.

Transition Guide
Financial advisors transitioning to Royal Alliance are given a copy of our Transition Guide. This comprehensive workbook provides a step-by-step guide to help you transition smoothly. In addition, the reference information and resources in the guide will prove valuable to you even after your transition has been completed.