Your next move
âdone right, once.
You shouldn't lose sleep over a transition. We built our entire transition process so your clients donât feel a thing.
weeks from signed to fully live
client onboarding time
Client retention*
â*owned books
Everything handled. Nothing left to chance.
From signed to live in weeks, not months
Most firms start after you sign. Savvy starts before.
Meet your transition team
Savvy is already moving
Pre-loaded. Pre-configured.
Operational from minute one
Full book. Fully running.
You'll know who to call on day one
See how smooth a transition can be
Related services
FAQ
We've done this before. Savvy works with advisors navigating non-solicitation agreements and provides transition support, including resources for legal guidance, to help you move thoughtfully within your obligations. The approach is advisor-led, and the timeline is yours to set.
You set the pace. The investment team meets with you before and after joining to map out exactly how your book will be handled. You can keep existing allocations in place while you settle in and transition clients when you're ready.
That figure applies to advisors who own their book â fully independent RIAs and breakaway advisors transitioning their own clients. For advisors coming from wirehouse or captive environments, retention depends on individual circumstances and client relationships. We'll give you a realistic picture for your specific situation on a transition call.
Most advisors are fully operational within one to four weeks of their start date. The pre-start setup â filings, tech provisioning, client data prep â happens in parallel, so there's no waiting around once you go live. Wirehouse transitions follow a phased timeline that varies by individual circumstances.
Yes. Your Advisor Experience Manager is introduced during onboarding and stays with you long after go-live â quarterly check-ins, practice questions, and ongoing support. The transition team hands off; the relationship doesn't.