Frequently Asked Questions

We provide comprehensive administrative support for RIA firms including client onboarding, CRM management, compliance documentation, fee billing, custodial paperwork processing, meeting preparation, and general back-office operations. Our services are designed to handle the time-consuming administrative tasks so you can focus on client relationships and business growth.

Getting started is simple. First, schedule a consultation where we'll discuss your specific needs and current workflows. We then create a customized service plan and assign you a dedicated virtual assistant. Our onboarding process typically takes 1-2 weeks, during which we learn your systems, processes, and preferences to ensure seamless integration with your practice.

We offer flexible retainer-based pricing starting with our 10-hour introduction package. Our pricing scales based on your needs, from startup RIAs to established practices managing hundreds of millions in AUM. We provide transparent, predictable monthly billing with no hidden fees. Contact us for a customized quote based on your specific requirements.

Yes, all of our virtual assistants are US-based professionals with extensive experience in the financial services industry. Unlike offshore alternatives, our team understands US regulations, time zones, and business practices. This ensures better communication, regulatory compliance, and cultural alignment with your practice.

Data security is our top priority. We use encrypted communications, secure cloud storage, and multi-factor authentication. Our team receives regular cybersecurity training and follows strict protocols for handling sensitive client information. We also carry professional liability and cyber liability insurance to protect your practice.

Yes, you'll be assigned a dedicated virtual assistant who will learn your practice inside and out. Unlike rotating teams used by other services, your dedicated assistant becomes an extension of your team, understanding your clients, processes, and preferences. We also provide backup support to ensure continuity during vacations or unexpected situations.

We work with all major RIA technology platforms including Salesforce, Redtail, Wealthbox, Orion, Tamarac, PortfolioCenter, Schwab, Fidelity, TD Ameritrade, and many others. Our team is trained on the most popular CRM, portfolio management, and custodial platforms. If you use a specialized system, we'll learn it to support your specific workflow.

Absolutely. Our team stays current with SEC, FINRA, and state regulations. We can help with compliance documentation, audit preparation, regulatory filings, and maintaining compliant processes. While we don't provide legal advice, our operational support helps ensure your practice maintains proper documentation and follows established compliance procedures.