EzOpt is a feature of ACE designed to help manage the transfer of clients from one firm to another in a smooth, clear and organised way. As a firm, you can do the following with EzOpt:
- Offer your own clients for transfer and browse clients listed by other firms on the EzOpt marketplace.
- Purchase a single client or multiple clients from the marketplace.
- Track the client transfer from start to finish.
- Manage documents needed for the client transfer process, while also recording the status of client handovers so everyone knows what has and has not been done.
Whether you’re the outgoing firm or the one taking over, EzOpt gives you the tools to handle the client transfer properly and professionally.