We help Financial Advisors seamlessly transition to independence with personalized support, compliance guidance, and operational setup.
Making the move to independence is one of the most important decisions you will make in your career. At Veranovia, we make sure it is also one of the smoothest. Our transition process combines the expertise of our internal teams, the security of trusted partners, and the resources of the Cambridge transition team and Cambridge Source to launch you quickly and confidently.
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When you transition with Veranovia, you are supported by a coordinated team of specialists. Our internal experts, trusted security partners, and Cambridge’s transition professionals work together to launch your business with minimal disruption and maximum confidence. You do not just get a checklist; you get an experienced launch team dedicated to getting you up and running quickly, securely, and with a clear path forward.
We begin with a full assessment of your business, clients, and operational needs. From there, we create a custom transition plan that outlines timelines, milestones, and responsibilities. We work closely with the Cambridge transition team to coordinate paperwork, registrations, and account repapering so your move is efficient and compliant from day one.
Our Workplace Systems Group prepares your infrastructure so everything is ready before you meet your first client in the new model. From configuring Wealthbox CRM and eMoney to deploying Microsoft E5, secure cloud storage, compliance tools, and hardware, we handle every step to ensure seamless operations.
Through our affiliation with CIS, we provide a secure VPN environment and advanced cybersecurity measures that protect your data and meet financial industry standards. Our team configures and tests your system to ensure it is secure and fully functional prior to launch.
Cambridge Source delivers in-house solutions for outsourcing needs—covering technology, cybersecurity, website design, HR consulting, admin services, and marketing support. From professional websites and tailored campaigns to HR assistance, client communication support, and FINRA-aligned cybersecurity, we equip you to hit the ground running.
Maintaining client confidence is critical. We help you create a communication strategy that includes letters, emails, and talking points for in-person or virtual meetings. This messaging is designed to reassure clients, explain the benefits of your new model, and ensure a smooth account transition.
We oversee the secure migration of your CRM records, planning files, and account data. Our process minimizes downtime and ensures all client information is accurately transferred to your new systems.
We offer competitive transition money for qualifying advisors based on their business model, production, and long-term goals. Support may come from Cambridge, Veranovia, or both, but it is always structured to create a smooth landing and long-term growth.
You and your staff receive training on every platform you will use from day one. This includes Wealthbox, eMoney, Microsoft E5, client portals, and any other integrated tools. Training is provided by both the Veranovia team and Cambridge platform specialists to ensure complete confidence in using the systems.
You didn’t go independent to become a full-time marketer, but growth still matters. At Veranovia, we provide the tools, content, and guidance to help you attract ideal clients, deepen relationships, and scale with intention.
As your firm scales, your people are your greatest asset. We provide strategic human capital support, including hiring guidance, team structuring, and culture development, to help you attract, retain, and develop the right talent for every stage of growth.
Join live, high-impact sessions featuring real-world strategies, proven growth tools, and insight from advisors and experts across the Veranovia ecosystem.
Plan your future with confidence—our succession solutions help advisors protect their legacy and monetize their book of business.
