How we bring you on board.
1. Pre-transition
With you, we assess the resources needed
to be in place to transition. This is an iterative assessment of
your practice, where we establish timelines, prioritize concerns,
and determine the best order of operations to achieve a smooth
transition.
2. Transition:
We work through the plan one day at a time.
You can expect us to explain policies and procedures, provide
operational and compliance coaching, commence training with
you and your team members, introduce you to our team, work
through your registration, and ultimately open your clients’ accounts and complete transfers.
3. Post-transition:
We have a unique post-transition assessment that we conduct with you to ensure that your future with
us is designed just to your liking.
I came to Designed Securities Ltd. (DSL) because of our shared belief that financial advisors should be independent of proprietary products. Since joining, what has impressed me most is Designed’s willingness to work with me to customize solutions that suit my business.
SABRINA DIFEDERICO
Of all my experience dealing with dealers, I have never found one nearly as transparent and straightforward as Designed Securities. Their platform through Aviso is so robust. The most diligent of teams to work with as well. I’ve never had to wait more than an hour to get a response back about something. Managing my clients has never been easier.
ANDREW MICHAEL
Not only has Designed Securities listened and acted, but they have shattered expectations around response times. They respond to email or phone calls the same day. Moving dealers has been smooth and an opportunity to maintain independence, further strengthening credibility with my clients. A few pleasant surprises, being asked to collaborate on dealer initiatives and clients specifically committing more capital because of the move. With Designed, it has been refreshing to have competence and diligence without sacrificing the lion’s share of the pie.
ADAM CLAY
In a world that is ever-changing it’s important to understand your clients’ goals and objectives while being compliant and efficient in your practice. Designed has done a great job for us with a platform that is customized to the needs of the advisor to better serve clients in an independent, objective and unbiased manner. The team at Designed took the time to understand our business, create solutions and ensure that our transition to Designed was successful and that our business continues to grow. Thank you to the Designed team!
MICHAEL BEGG
Working with Designed has been a refreshing revelation for my advisory practice. As an Investment Dealer, they have a user-friendly digital platform which helped to make the transition easy and simple for both me and for my onboarding clients. As a wholly independent Dealer, I know I am free to make recommendations for my clients that are fully client-centric. The ongoing support they provide for my growing business has been extremely helpful.