Your return of investment starts with your operations.

In a fast-paced industry, successful operational professionals lead with ambition and curiosity along with the ability to adapt to any changes your custodian throws at you. With a whole lot of savviness mixed in with a little bit of sweat, our team supports the most critical functions of any financial planning and investment management firm.

Inquire about Client Servicing Solutions

*currently onboarding for February 2022

Why we're different

Our team receives:

Specialized training and demos from established and up-and-coming fintech providers and custodians
Internal ongoing training and development
Critical everyday operational support through Slack
Troubleshooting assistance with technology or paperwork
Advisor relationship support
Fun and flexible work schedule
Emphasis on work and life balance

Inquire about Client Servicing Solutions

*currently onboarding for February 2022

We're so much more than admin

The few tasks we CANNOT assist with:

We are not a receptionist service, but we can refer reputable receptionist services if you'd like. It's just not our wheelhouse.
We cannot trade investments as we do not hold the necessary licenses.
We cannot run finger-printed background checks to be associated with a broker-dealer. It creates conflict of interest for our existing clients and creates additional liability.
We cannot qualify prospects for advisors.

The critical tasks we CAN assist with:

We can be front-office or back-office! We're usually front-office for RIAs that do not currently have an operations person and back-office for larger firms that have an established operations team or a COO who already runs the show. Clients love us and advisors want to be us!
We love financial planning only firms, but we thrive best with firms who offer investment management since we speak the same lingo as your custodian (and, we enjoy it!).
Fintech, custodial paperwork, meeting prep, meeting follow up, client communication, admin support, we can do it all!
Primary custodian experience includes Charles Schwab, Fidelity, TD Ameritrade, and SEI.
Electronic signatures are our jam.

Your amazing virtual assistant is waiting

Dedicated client servicing virtual assistant
Minimum of 12-hours per month for $65 per hour (by retainer)
Excess hours above retainer amount for $80 per excess hour
Retainer hours do not rollover
Requires only monthly commitment

Inquire about Client Servicing Solutions

Your return of investment starts with your operations.

*currently onboarding for February 2022

Why we're different

Our team receives:

​

Specialized training and demos from established and up-and-coming fintech providers and custodians

Internal ongoing training and development

Critical everyday operational support through Slack

Troubleshooting assistance with technology or paperwork

Advisor relationship support

Fun and flexible work schedule

Emphasis on work and life balance

*currently onboarding for February 2022

We're so much more than admin

The few tasks we CANNOT assist with:

​

We are not a receptionist service, but we can refer reputable receptionist services if you'd like. It's just not our wheelhouse.

We cannot trade investments as we do not hold the necessary licenses.

We cannot run finger-printed background checks to be associated with a broker-dealer. It creates conflict of interest for our existing clients and creates additional liability.

We cannot qualify prospects for advisors.

The critical tasks we CAN assist with:

​

We can be front-office or back-office! We're usually front-office for RIAs that do not currently have an operations person and back-office for larger firms that have an established operations team or a COO who already runs the show. Clients love us and advisors want to be us!

We love financial planning only firms, but we thrive best with firms who offer investment management since we speak the same lingo as your custodian (and, we enjoy it!).

Fintech, custodial paperwork, meeting prep, meeting follow up, client communication, admin support, we can do it all!

Primary custodian experience includes Charles Schwab, Fidelity, TD Ameritrade, and SEI.

Electronic signatures are our jam.

Your amazing virtual assistant is waiting

Dedicated client servicing virtual assistant

Minimum of 12-hours per month for $65 per hour (by retainer)

Excess hours above retainer amount for $80 per excess hour

Retainer hours do not rollover

Requires only monthly commitment

*currently onboarding for February 2022