Stand up the regulatory record and give the acquired team supervised access to acquirer systems.
| A | Legal & Regulatory | Naomi Ferrante | 02/06/26 | 100% |
| F | Technology Access & Security | Salma Okonjo | 02/20/26 | 100% |
Move accounts to the custodian of record and land every source system in the canonical model.
| B | Custodial Transition | Grant Whitlow | 03/06/26 | 100% |
| C | Data Migration | Salma Okonjo | 03/20/26 | 100% |
Re-paper the book, hold the advisors, and complete the client-facing transition.
| D | Client Experience & Re-Papering | Eleanor Praskin | 04/10/26 | 100% |
| E | Advisor Assimilation | Eleanor Praskin | 03/13/26 | 100% |
Turn on private markets distribution and reconcile the book to the deal model.
| G | Private Markets Enablement | Naomi Ferrante | 04/24/26 | 100% |
| H | Financial & Operational Close | Grant Whitlow | 05/20/26 | 100% |
Every deliverable on this plan is complete. Nothing is outstanding.
| Custodian | Schwab | Live pipe |
| High-severity risk flags | 0 open | 0 |
| Medium-severity risk flags | 0 open | 0 |
| Blocked deliverables | 0 blocked | 0 |
| Overdue deliverables | 0 past due | 0 |
| Uncovered source systems | 0 of 1 without a live pipe | 0 |
| Schedule slip | Not yet integrating | 0 |
Phases group the eight standard workstreams: P1 A+F · P2 B+C · P3 D+E · P4 G+H. Deliverable counts and dates come from the same task records shown on the workspace timeline. 42 deliverables tracked.