premier Service
virtual specialist support
Just like traveling opens up new paths with confidence, leveraging virtual administrative support empowers financial advisors to explore innovative solutions while staying on course with virtual support services —maximizing efficiency and integrity.
Maximize your time.
Maximize your earnings.
Our Virtual Specialist Support team handles the day-to-day details so Advisors can focus on driving revenue. We empower our Advisors by streamlining processes and simplifying operational needs, all while delivering exceptional support.
Streamline. Support. Succeed.
Operational Assistance
- Assist with new account establishment, account maintenance, trading, moving money, and transfer requests
- Resolve time-consuming tasks, client notifications and spearhead escalations
- Maintain regular and proactive communication with clients, improving satisfaction and retention
- Provide Account View assistance with activation, and end client support
- Calendar management, schedule appointments and assist with meeting preparation
Streamlined Advisor Experience
Dedicated Support
We offer dedicated support to help build efficiency within your business.
- Dedicated specialist and single point of contact for you and your clients
- Client relationship management (Salesforce/Redtail)
- Client Liaison to help execute marketing initiatives on your behalf (Marketing on Demand, FMG Suite, Marketing Regulatory Review)
- eMoney/Wealthvision support
Adaptable Advisor Solutions
Flexible Services
We offer flexible and affordable service contract terms for our business needs.
- Scale services up or down based on workload, business growth or seasonal demand
- Operate from anywhere, providing continuous support regardless of location
- Customizable menu of services tailored to your unique business needs
