InFocus: Practice Transition

Segment your Book for Optimal Results

As the practice evolves and matures, advisors would be wise to fully analyze their business to determine if they are running their practice efficiently and optimizing profitability

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Company Profile

Transcend is a complementary platform developed by Provisus Wealth Management to help financial professionals get the most from their independent practice. Advisors who use our services earn more pay for doing less work. While you get a 100% payout, we take care of your operational and administrative tasks freeing up your time for doing the things you enjoy. You no longer need to worry about portfolio management, market analysis, trading and compliance. Clients appreciate our revolutionary performance-based fee structure and transparency. We put control and opportunities back in your hands so you can build a thriving business.