WFM At A GlanceStrength In StabilitySimplifying Your PracticeSeamless Transition

In order to demonstrate our systematic approach and to highlight some of the key areas in the transition process, we have developed the following Transition Check List.   This Check List is meant to offer a glimpse into our commitment in ensuring your transition to Worldsource Financial Management is seamless.

Pre-Resignation

	WFM Approval & Registration Process
	Compliance Review
	Set Up Dealer-Rep Code
	Technology
	Account Transfers

Transfer Process

	WFM Approval & Registration Process
	Compliance Review
	Assign Dealer-Rep Code
	Training - Products
	Training - Order Entry
	Training - Forms
	Training - New Accounts
	Forms & Supplies
	Technology
	Technology Support & Training
	User IDs
	Proprietary Web sites
	Account Reconciliation
	Data History