Portfolio Transfer / Docketing

If you decide to work with Olcott International there are various methods available for transferring your portfolio(s) from your current operating system / current annuity fee provider to us. Options can be discussed.

You may also customize the set-up of your client account depending on your organization’s specific requirements. Before information is entered into our proprietary system, all data is reviewed and verified. There is certain information that is mandatory and needs to be provided by the client for each case. New filings as well as updates to cases can be provided at any time. We also offer automated monthly comparison reports.