← All features
Every book acquisition and where its transition stands. 
Staged rows, mapping, and consent for one acquired book.
Book acquisitions
Buying a book? The transition is built in.
Acquiring another advisor's book is staged, consent-tracked, and checklist-driven — so a messy CSV becomes a clean, compliant transition.
- Staged imports: land rows, review and map them, then promote to real households.
- Consent tracking through the transition, not an afterthought.
- Transition checklists so nothing about moving a client slips.
- The messy inherited spreadsheet becomes structured data you can trust.
See book acquisitions on your own book.
Book a walkthrough