We put everything in place
for a smooth transition.

When you’ve made the decision to join SagePoint Financial, we do everything possible to ensure a seamless transition. We’ve helped thousands of advisors successfully join us, using a proven, 4-stage transition process designed to minimize any possible disruption to your practice.

When making your move, you’ll have the services of a team of licensed transition professionals, including a dedicated transition liaison. These experts will thoroughly plan your transition process according to your unique requirements – and will stay with you every step of the way, as long as necessary.

Online Registration made easy. SagePoint has simplified the process for pre-hire review and affiliation, allowing you to complete the majority of your paperwork online, saving you time and sparing you frustration.

Our Online Registration Center allows you to:

• Create a personalized profile
• Complete your forms on your schedule - save and re-login to your account
• Receive instant feedback regarding your progress

How easy is it? See for yourself by taking a quick tour.

Use the tabs below to learn more about our 4-stage transition process, and how it helps to make sure your move to SagePoint works for you.

Transition Process