Flexible virtual support without the fuss
Retainer based, flexible hourly support to conquer your biggest back-office needs. With proven expertise supporting advisors with their digital marketing, client servicing, and financial planning, pull yourself away from tasks taking you away from the most important aspect of your business - your clients.
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Outsource your HR and talent management needs
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Dedicated virtual assistant based on experience and skill set
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Upgrade and downgrade as long as monthly minimum is met
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Easy subscription retainer billing on a month-to-month basis
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Multi-month programs include *new* CRM and CX Monitoring
Our Virtual Assistant Programs
With flexible commitments, optimize the best of industry talent by choosing one, two, or three engagements and create an entire back-office team for each of your advisor and client needs.
There is a minimum of 15 hours per month that renews every calendar month, otherwise we recommend our All-Access Email Support.
Digital
Marketing
On-demand marketing support using best-of-breed tools and industry best practices
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Includes, but is not limited to: Digital asset creation, website maintenance, podcast production, and social media management
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Adopt as needs change
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Compliance-friendly process for optimal efficiency
Starting from
$1,300/month
Client
Servicing
Remove the nuances of custodian operations, fintech, and ongoing communication
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Includes, but is not limited to: custodian operations and paperwork, CRM and fintech management, and client communication
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Best for advisor businesses who engage in both investment management and financial planning
Starting from
$1,125/month
Paraplanning
Streamline your everyday planning tasks instead of dreading the time not spent with clients
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Work with a CFP® candidate or professional for either technical assistance, or plan scenario and recommendation creation
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Experienced with MoneyGuide, eMoney, RightCapital, AssetMap, Holistiplan, etc.
Starting from
$1,125/month