90% of your recurring revenue back on the books in 60 days. That is the Heartland Standard.
We perform a forensic review of your current book. We identify ACAT-eligible assets and "clean" accounts before you even resign, ensuring zero drag on day one.
Our transition specialists arrive on-site. We handle the paperwork "ground war"—pre-filling documents and managing the digital signature workflow so you can focus on client conversations.
By day 60, our goal is 90% AUM migration. We don't just move assets; we optimize your practice for the Heartland model while your transition assistance bonus hits your account.
See how your current practice metrics align with our 90-in-60 migration framework.