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Advisor Support Services offer unique customized support specializing in your requests. We currently offer the below services with more services to be added soon. Please contact us if your request is not noted below, we can accommodate most all front, middle and back-office needs.
Customized Services, Client Account Maintenance, Client Onboarding, Full Lifecycle for Client Paperwork, Resolve Client Issues, Process and Submit Documents, Manage CRM and Files, Client Requests, Assist with Annuity, Insurance, Fund Products, Open New Accounts, Client Fund Transfers, Data Entry, Manage Custodians and Alerts. Client Facing Support (including phone and email) is available.
Customized Services, Execute Client Mailings (Birthdays, Holidays, Anniversary, etc.), Calendar Management, Coordinate Travel Arrangements (Flights, Accommodations, Transportation, etc.), Manage Schedule, Appointment Taking, Social Media Posts, Schedule Client Meetings, Client Luncheons, Conference Support and Note Taking, Create Presentations, Data Entry and/or Record Keeping, Advisor Correspondence.
Customized Services, Transfer Client Accounts, Change Custodians, Develop Processes and Procedures, Create Firm Policies and Rules, Manage Client Statements, Update Organize Files, Submit Licensing Requirements for Advisors, Create, Edit or Review Communications and Marketing Materials, Create Advisor Letters.
ADV's, Disclosures, Signatures, Firm Review and Monitoring, Email Review, Annual SEC/FINRA Filings, Prevent and Detect Violations.
Create Client Contracts, Monitor Income and Expenses, Custom Invoicing, Reports and Account Reconciliations.
Advisor Newsletters, Custom Forms, Communications and Advertising.
Compile, Analyze and Interpret Financial Data, Financial Modeling, and Investment Analyst.
Trade Support Including Reports and Activity, Research Funds and Products.
Online Training for Support Roles to Continue with Growth.
Book of businesses for sale from around the country.
Assistance with taxes and computer software.