White Glove Movers for Your Book of Business
At Liaison Offsite, we are more than transition specialists. We offer an asset relocation experience tailored to the unique needs of each client during the often overwhelming process of moving assets between custodians and/or RIAs. We bring concierge-level care to ensure every detail is handled with precision and ease.
Services
Full Transition
Full Transition
Full Transition
Managing your book of business is your priority. Outsource your transition in full to Liaison Offsite and let yourself focus on fulfilling your clients' dreams.
PREP
We handle all aspects of preparing your book of business for transition from data collection and clean up to packing agreements and applications up for circulation.
ASSET TRANS
Managing your book of business is your priority. Outsource your transition in full to Liaison Offsite and let yourself focus on fulfilling your clients' dreams.
PREP
We handle all aspects of preparing your book of business for transition from data collection and clean up to packing agreements and applications up for circulation.
ASSET TRANSFER
From document circulation, signature follow up and custodian interface to a full audit of assets before and after transition, we ensure your book of business is completely set up and ready for you in its new home.
SPECIALTY SERVICES
Unique requests? No problem. Your book of business is personal to you and we look forward to offering solutions.
STORAGE
Liaison Offsite works with Verifyle online storage to provide a secure environment for data sharing and transfer.
Transition Prep
Full Transition
Full Transition
Sometimes you just need a second set of hands. Outsource some parts of your asset transition prep work to Liaison Offsite.
DATA COLLECTION & CLEAN UP
We work with you to collect key data points from existing resources and identify and update any information gaps.
DOCUMENT PREP
We work with your new RIA/Custodian to identify forms and agree
Sometimes you just need a second set of hands. Outsource some parts of your asset transition prep work to Liaison Offsite.
DATA COLLECTION & CLEAN UP
We work with you to collect key data points from existing resources and identify and update any information gaps.
DOCUMENT PREP
We work with your new RIA/Custodian to identify forms and agreements, and prep all or some documents for execution.
SPECIALTY SERVICES
Unique requests? No problem. Your book of business is personal to you and we look forward to offering solutions.
STORAGE
Liaison Offsite works with Verifyle online storage to provide a secure environment for data sharing and transfer.
Consulting
Full Transition
Consulting
Good help is hard to find. We offer a comprehensive consultation process and practical, cost sensitive solutions to business owners.
BUSINESS CONSULTING
RELATIONSHIP CONSULTING
OPERATIONS CONSULTING & SOLUTIONS
ADMINISTRATIVE SUPPORT
MARKETING SUPPORT
About Liaison Offsite
With a commitment to delivering stress-free transitions to Investment Advisors and RIAs and extensive experience in asset relocation, Liaison Offsite excels at handling even the most specialized requests. From expertly opening and funding individual, retirement and corporate new accounts at most major U.S. Custodians to setting up your new CRM and organizing your book of business, we’ve got it covered. Whatever your unique needs, our team is at your service.