Acquire or Integrate Other Practices

The Challenge

Mergers & Acquisitions Create Operational Complexity

Acquiring or merging practices introduces new portfolios, different processes, and varied client expectations. Without a unified investment framework, firms struggle with inconsistency, onboarding delays, advisor misalignment, and communication challenges that undermine the value of the acquisition.

• Attracting advisors to join you requires a differentiated and customizable investment platform

• Moving accounts to a new asset management process can be painful and inefficient

• Integrating practices can destroy operational scale, create errors, and impact the client experience

• Building and maintaining a unified brand is extraordinarily difficult without a clear message