Daily Planner
Never miss a deadline or appointment. Organize your day with ease. Prioritize, schedule, and check off tasks to stay focused and productive.
- Smart Reminders & Notifications
- Simple & Intuitive Design
- Flexible for Any Workflow
Monthly Overview
Set it once and forget it. Automate repeating tasks and events to simplify long-term planning.
Break down your monthly goals into manageable steps and celebrate progress as you go.
Plan Better, Live Smarter
Take control of your schedule with powerful daily and monthly planning tools—designed to fit your life, not complicate it.
Forward-thinking IT company through innovation.
At Scaffold, we are more than just a technology solutions provider – we are architects of innovation, builders of digital experiences, and partners in your journey towards success.
We are committed to providing the best service possible.
"Scaffold completely changed the way we develop our websites."
John Jackson
CEO, Jaxxon Agency
Meet the Team: Driving Innovation with Passion and Expertise.
- Strong Collaboration & Communication
- Deep Technical Expertise
- Agile & Solution-Oriented Mindset
What the transition covers.
SFA Partners' team helps advisors think through what transfers in kind mapping over to new solutions when necessary, so nothing falls through the cracks. Moving brokerage and fee-based business at the same time doesn’t have to mean managing two separate transitions. A dedicated transition manager coordinates the process across both sides of your business, creating a more seamless experience for you and your clients.
What to expect when you make the move. The move is never effortless. But with the right guidance, proper preparation, and a dedicated transition manager to see you through, we regularly see advisors move their entire books within less than two months of affiliation.
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How long does a transition take?
Generally, we consider a transition period to be 90 days from affiliation. A number of factors come into play including, client count, access to approved client information, availability of the advisor and their support staff, and the “runway” time for preparation. However, it is common for the vast majority or all of the transition to occur within 60 days of affiliation.
Will my clients notice a disruption?
Some adjustment is normal in any transition as they establish new accounts or utilize a new custodian. SFA Partners' team focuses on minimizing that disruption, and arming advisors with means of keeping clients informed of the progress and benefits of the move.
What happens to assets that doesn't transfer easily, like proprietary or non-portable products?
SFA Partners' transition team helps you think through what transfers, what doesn't, and how to handle legacy business so nothing falls through the cracks.
Can I move brokerage and fee-based business at the same time?
Yes. A dedicated transition manager coordinates the process across both sides of your business, creating a more seamless experience for you and your clients.
Let's discuss how we can make this happen for you.
Start the conversation today and learn how SFA Partners can help you prepare for your transition, navigate each step, and move forward with confidence. Hear more from Michael Bryan, Chief Growth Officer.
