Ready to transform your RIA practice? Our streamlined onboarding process gets you from inquiry to full operational support in just days. Take the first step toward reclaiming your time and scaling your business.
Our proven 4-step onboarding process gets you from inquiry to full operational support in under a week. Here's exactly what to expect.
15-30 minutes
We start with a comprehensive discovery call to understand your practice, current workflows, pain points, and specific needs. This helps us tailor our services to your unique situation.
Receive a customized service proposal within 24 hours of your call.
Same day
Based on our discovery call, we'll create a customized service proposal outlining exactly what we'll handle, pricing, and timeline. Once approved, we'll execute the service agreement and begin onboarding.
24-48 hours
We assign your dedicated virtual assistant and begin the technical setup process. This includes system access, security protocols, and initial training on your specific workflows.
Get introduced to your dedicated virtual assistant and backup support.
Your dedicated support begins with full monitoring and regular check-ins.
Week 1
We officially launch your administrative support with close monitoring during the first week. Regular check-ins ensure everything runs smoothly and adjustments are made as needed.
Make the most of your discovery call by having these items ready. The more prepared you are, the faster we can get you up and running.
Assets Under Management (AUM)
Current total and growth trajectory
Client Count
Total clients and onboarding frequency
Team Size
Current staff and planned hiring
Geographic Focus
States where you're registered
CRM Platform
Salesforce, Redtail, Wealthbox, etc.
Portfolio Management
Orion, Tamarac, PortfolioCenter, etc.
Custodians
Schwab, Fidelity, TD Ameritrade, etc.
Document Management
DocuSign, ShareFile, Box, etc.
Biggest Time Drains
What tasks consume most of your time?
Bottlenecks
Where do processes get stuck?
Compliance Challenges
Areas where you need regulatory support
Growth Limitations
What's preventing you from scaling?
Growth Goals
AUM and client targets for next 12 months
Time Savings
How many hours per week you want back
Budget Range
Investment level you're comfortable with
Success Metrics
How you'll measure our success
No problem! We can gather this information during our call. The important thing is to get started.