B A C K O F F I C E S U P P O R T
RIA Innovations provides help with all the details including submitting and tracking transfers, performance reporting and posting, fee billing, and much more. As with all services, you choose just what you need from our à la carte menu. Our highly qualified back office team will work with you in all facets of the transition.
We utilize state of the art technology tools to facilitate the workflow between the advisor’s office and our back office team. This ensures fluent communication between the client and the back office. It also helps keep everyone on the same page and on track. Once the onboarding process is complete, a relationship manager is assigned to your firm for day to day task requests.
BACK OFFICE SYSTEMS
Portfolio management software
Cloud based document storage
Customer relationship management (CRM)
BACK OFFICE SERVICES
Experienced conversion team
Dedicated relationship manager to perform day to day task requests
Ongoing account service calendar
Training & support on RIA Innovations and custodian procedures
Basic marketing support
CRM data migration
Telephone & remote login support for back office system