Launches & Transactions · Pricing
Customer Communications & Remittance Cutover
Starting at$750one-time
What the price covers
Up to 50 customer notices; 1 approved message; up to 3 standard portals
What we do
- Prepare the approved message, customer list and portal handoff plan
- Send the approved customer notices; track receipt and remittance-change status
- Review delivery exceptions and coordinate portal cutover
What you get
Customer notice register and remittance-cutover handoff.
Not included
Ongoing billing (Invoice Preparation & Delivery) and check intake (Check & Remittance Intake Administration).
Included in
Every Step. All 12.
- 01Confirm the new entity and approved remittance instructionsCutover preparation · Operations
- 02Clean the list of up to 50 customer contactsCutover preparation · Operations
- 03Prepare the single approved noticeCutover preparation · Operations
- 04Identify the three standard portals and their handoff ownersCutover preparation · Operations
- 05Send each approved notice through the agreed channel50 customer notices · Operations
- 06Save the delivery record50 customer notices · Operations
- 07Read acknowledgments and answer administrative questions50 customer notices · Operations
- 08Record customers still using the old instructions50 customer notices · Operations
- 09Update the notice and cutover register50 customer notices · Operations
- 10Review undelivered notices and unresolved repliesCutover review · Project lead
- 11Coordinate the included standard portal changesCutover review · Project lead
- 12Confirm the ongoing billing owner has the updated instructionsCutover review · Project lead
More In Launches & Transactions
All 8 servicesTransition Project Management$3,075 one-time1 transition workplan; 4 weekly status meetings; up to 16 coordination hoursVendor & Portal Cutover$1,250 one-time25 vendor account/portal updates; verification and change logBank & Card Account Setup Coordination$325 one-time1 bank; up to 2 accounts and 1 card program; approved signersOpening Balances & Acquisition Accounting Handoff$2,000 one-time1 entity; approved opening balance sheet and up to 10 adviser-approved closing entries