Virtual Resources

Helping You with You Operational Tasks

Our Virtual Resources team is dedicated to helping you become more efficient in your practice through turn-key virtual support. Let us be your dedicated resource for exceptional support so you can focus on growing your business!

Operational assistance

We help you save time and remain focused on growing your business.

A few of the ways we proudly
support you with your operational needs:

  • Assist with new account establishment, account maintenance, trading, moving money, and transfer requests
  • Resolve time-consuming NIGOs, client notifications and spearhead escalations
  • Client reporting
  • Project support

Dedicated support

We offer dedicated support to help build efficiency within your business.

A few of the ways we proudly
support you in creating efficiencies:

  • Dedicated specialist and single point of contact for you and your clients
  • Client relationship management (Salesforce/Redtail)
  • Liaison to help execute marketing initiatives on your behalf (Marketing on Demand, FMG Suite, Marketing Regulatory Review)
  • eMoney/Wealthvision support

Flexible service

We offer flexible and affordable service contract terms for your business needs.

A few of the ways we proudly
support you with customized service:

  • Flexible service contract terms
  • Affordable price structure based upon support requirements
  • Customizable menu of services tailored to your unique business needs

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