Accelerating Financial Transitions

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Carlos Benedeti, a seasoned financial advisor at Passport Wealth, faced a complex transition when his OSJ group moved to Ausdal Financial Partners. With 275 clients and 432 accounts—85% held at Schwab—Carlos aimed to streamline and optimize the paper-heavy, time-consuming process. Leveraging FormsLogic’s digital solutions, he accelerated the transition by automating paperwork, reducing errors, and enhancing client communication. This enabled a smoother, faster firm transition, improving operational efficiency and client experience during a critical business phase.

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