REDEFINING THE STANDARD
Providing expert Fractional CSA support 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 Coverage
Maintain operations without the need for additional full-time hires, safeguarding budgets and staff satisfaction.
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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.
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​Attractive Recruitment Tool
Offer prospective advisors the advantage of a virtual CSA, demonstrating your firm’s commitment to their success from day one.
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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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Scenario analysis drafting in Holistiplan
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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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Developing annual service calendars & internal processes; 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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Systematizing the gathering and processing of annual financial data updates (i.e. SS benefits, tax returns, etc.) across all software
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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
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Workshopping client onboarding and review meeting processes​
WEALTHTECH FAMILIARITY
We only serve firms who custody at Schwab or Altruist.
Beyond custodians, this list is not comprehensive, and we are a quick study. If we are not already familiar with a tool you use, general use training is not billable to you.