What you do:

• Agree with your BDM to proceed with the transition
• Nominate a Transition Champion for your practice
• Provide us with relevant client data to conduct analysis

How we help:

• Understand your business and give you options for transitioning to HUB24
• Analyse your client base and identify the best approach for the transition
• Prepare Book Analysis and conduct individual client fee comparisons
• Provide you with a project plan that outlines our agreed strategy and client transition plan