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Private Wealth Daily

Recruiting and transition platforms

Valuation and succession tools, recruiting and transition platforms, compensation and benchmarking.

4 vendors · Updated October 26, 2026

News on Recruiting and transition platforms in your edition and on My Desk.

Showing 4 of 4Most complete profiles first, then A to Z

FastTrackr AI

AI platform that automates repapering and account transfers when advisors move books between firms

  • RIAs
  • Broker-dealers

Practice management & M&A3 integrationsCustom quote

FINTRXIn the news

Data and research platform on RIAs, broker-dealers, family offices and their decision-makers

  • Asset managers
  • RIAs

Data & research9 integrationsCustom quote

Forms Logic

Forms, account-opening and advisor-transition workflow platform for broker-dealers, RIAs and wealth firms

  • Broker-dealers
  • RIAs

Client experience1 integrationCustom quote

Live Oak Bank

Acquisition, succession and transition loans for investment advisory firms

  • RIAs
  • Broker-dealers
  • Asset managers

Practice management & M&ACustom quote

Tick two to four vendors, then compare them side by side.

Recruiting and transition platforms: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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Recruiting and transition platforms in the news

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