Onboarding

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Our standard onboarding & data conversion for Advisors lasts about 90 days. Below are some of the key milestones during that process.

For Advisors starting fresh, our platform simplifies set up, enabling you to quickly begin serving clients without the added step of asset conversion.

Discovery

Kickoff Meeting
Preliminary Data Gathering
Documentation

Onboarding

Axiom Dashboard Set Up
Advisor and Assistant Training
Client Education

Platform Configuration

Integrations Set Up
Trading & Billing Set Up
Report Configuration

Client Transition

Client Portal Set Up
Client Communications
Account Repapering

Data Conversion

Custodian Set Up
Map Current Assets to the Platform
Historical Performance Conversion

Launch

All Accounts on Axiom
Ongoing Support
GO LIVE!