REDEFINING THE STANDARD
Providing expert Fractional CSA support & operations consulting for
firms who custody at Schwab & Altruist.
SOLUTIONS FOR
Solo Advisors
with a Lifestyle Practice
Time Optimization
Eliminate custodial servicing burdens, allowing you to focus on building relationships.
Proactive, Turnkey Support
Our training and experience allows us to take ownership of a task and anticipate your and your clients' needs.
Process and Experience Enhancement
Gain efficiency and improve client experience through suggested upgrades and implementations.
Work-Life Balance
Enjoy peace of mind knowing clients are well taken care of, even while you’re away.
Reallocate Your Time
We take over all custodial servicing, freeing up your time to focus on building relationships with new and existing clients, as well as potential future team members.
Scalable, Turnkey Support
Engage proactive, turnkey support that eliminates the need for you to train new team members while simultaneously learning to delegate tasks effectively.
Process Development
Work collaboratively to develop and document processes, creating a scalable system that allows for easy integration of new team members as your practice grows.
Expert Insights
Leverage our collective knowledge to enhance service offerings, internal processes, and technology stacks.
Small RIAs
Aspiring to Scale
Cost-Effective Acquisition Support
Maintain operations without the need for additional full-time hires, safeguarding budgets and staff satisfaction.
Scalable, Turnkey Support
Provide consistent and reliable assistance during onboarding of new advisors, ensuring smooth transitions while continuing to provide the level of service your existing advisors have come to expect.
Attractive Recruitment Tool
Offer prospective advisors the advantage of a virtual CSA, demonstrating your firm’s commitment to their success from day one.
Expert Insights
Leverage collective knowledge to enhance service offerings, internal processes, and technology stacks.
Aggregator &
Enterprise RIAs
SCOPE OF SERVICE
Based on our joint consultation, we will work together to identify the parts of the business you'd like to delegate. Some examples of things we're working on for our advisors include:
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All account servicing at Schwab and/or Altruist, excluding trading
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Assisting clients in gifting appreciated stock positions; communicating with 501(c)3 organizations
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Preparing tax letters to communicate expected tax forms and notable transaction history
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Scheduling client meetings
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Preparing and sending all necessary documentation for onboarding new and servicing existing clients
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Drafting/tracking annuity rollover paperwork
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Conducting conference calls with QRP companies for rollovers
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Data migration to financial planning software
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Subscription docs for alternative investments
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End-of-year CRM data scrubs
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Implementing groups/tags/custom fields/etc. for ease of reporting
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Building quarterly portfolio review meeting deliverables
We know that many firms want to refine and implement standardized processes to support growth and efficiency efforts for their practice.
This work is available as a separate engagement.
Operations Consulting
Available exclusively to Village Fractional CSA client firms
Built for RIAs working in Slant, Advyzon, Wealthbox, or Redtail, custodying at Schwab and/or Altruist.
We build systems that simplify operations, strengthen consistency, and protect personality.
A clean, well-structured foundation from day one.
Who This Is For
• Firms migrating from one CRM to another and wanting the structure right before the data lands
• Teams that want households and accounts set up correctly in the new system from the start
• Firms that do not want to carry old data problems into a new platform
• Firms that want new hires to get up to speed quickly
• Firms building toward a transition or sale, where clean, reliable data is a measurable contributor to
enterprise value
