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Onboarding - Back Office Solution

RIA completes the Symmetry onboarding questionnaire.
  • This gives the Onboarding Team a look into how your firm operates,
  • Determine the parties involved,
  • Establish expectations up front.  

Kick-off Call

  • Review the onboarding questionnaire
  • Schedule weekly training calls
  • Establish conversion type and timeline.

Weekly check-ins with the Onboarding Team
  • General platform navigation
  • Service model overview
  • Technology highlights and features

Conversion takes approximately 90-120 days.