For growing Registered Investment Advisor firms, it is important to balance the time between filling out paperwork and interacting with clients. As the amount of work increases, many firms choose to implement services that are more automated. Sure, it saves time but is it really better for your business? Increased automation eliminates the human touch that is a fundamental part of client relationship building. When a relationship deteriorates, clients stop feeling important and usually will go elsewhere for services.
Our Back Office Support service provides a dedicated service team that assists in prefilling paperwork and handling day to day back office tasks while paying attention to details unique to the client, something that automated systems do not always have the capability to do. This service reduces the amount of time that goes into paperwork so that advisors have more time to focus on what really matters, building up client relationships.