Switching Providers in Six Weeks – Marc Horner’s RIA Custodial Services and Technology Transition

Thinking of transitioning to a new RIA custodial services provider but fear the transition will negatively impact your business? Listen to Marc Horner, President and Founder of Fairhaven Wealth Management, address how his firm transitioned over $700 million in client assets to TradePMR in under six weeks. By focusing on a few key areas, his team was able to work in lockstep with the dedicated transitions team at TradePMR to accomplish this move and get up-and-running on the TradePMR platform.

Marc’s team was so efficient that we felt their story needed to be shared – we put together a case study on their move and what they did to make it happen on such a short timeline. If you’re interested in learning more, follow this link to download the full case study: https://getthere.tradepmr.com/fairhaven.

If you’d like to read more about what makes TradePMR different, check out the blog page on our website here: https://www.tradepmr.com/blog.

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#wealthmanagement #RIAs #financialadvisor #fintech

Trade-PMR, Inc., member FINRA/SIPC.

TradePMR and Fairhaven Wealth Management are not affiliates. Securities offered through TradePMR. Mr. Horner received no compensation for his endorsement of TradePMR. This material is not intended to be relied on as investment advice and does not constitute a recommendation of any particular investment or investment strategy or an inducement to buy or sell any securities. The opinions expressed herein are those of the speaker and do not necessary reflect the opinion of TradePMR. Any opinions expressed are as of the date of this letter and are subject to change, without notice. Any reliance on the information herein is done solely at the discretion of the viewer.

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