Tailored solutions designed to scale with your advisory practice. From essential support to comprehensive management, find the perfect fit for your business needs.
Choose the level of support that matches your firm's size and
complexity. All packages include our core commitment to excellence and
regulatory compliance.
Our retainer packages are based on a minimum
commitment of hours each month. By committing to a regular amount of
hours each month, you will be paired one-on-one with a dedicated,
U.S.-based Virtual Assistant on our team.
Perfect for small tasks & projects
Comprehensive support for established firms
Perfect for the RIA with $40,000,000 and less in AUM. This package
allocates 20 hours per month (averaging 1 hour per day).
Providing
you and your clients with unmatched Administrative Services.
Full-service solution for growing firms
A great package for a growing RIA firm. The Achieve Plan provides
for 40 hours per month (averaging 2 hours per day).
Let's
discuss how we can help you achieve your goals of growing your
practice by providing you with timely and properly executed tasks.
White-glove service for enterprise firms
Designed for large RIA firms with $100M+ AUM. Includes 60 hours per
month (averaging 3 hours per day) with priority support and
dedicated account management.
Complete operational
excellence for sophisticated practices.
On-boarding/Transitioning your new RIA firm to a custodian (i.e. moving your book from Morgan Stanley to Schwab or moving from one RIA to another), On-boarding new clients, Updating Client Contracts, Processing Money Movements, Checking Alerts, Managing your calendar, Keeping your CRM system updated or help you build one, Pull reports for meetings, Client interfacing (via phone), Compliance Reporting, etc.