Seamless Transition

The Worldsource Securities Transition Team is comprised of professionals whose sole mandate is to ensure a transition with minimized downtime. Working directly with your administrative team to provide support and one-on-one assistance, you are free to focus on your clients, communicating the changes and benefits of your new partnership.

The Manager of Transition provides tactical guidance and is your resource for all questions and support. Intimately familiar with your branch and its transition through every stage, the Manager of Transition will work closely with you to identify your specific requirements and deliver the individualized services and support strategies that make the Worldsource Securities transition process unique.