The day to day schedule of an investment advisor representative can get quite hectic. Client phone calls and strategizing take up much of this schedule. Throw in paperwork, technology issues, etc. and it may seem as though nothing properly gets done. At some point, the question of whether quantity or quality is more important may come up.
RIA Innovations helps to take away the burden of the majority of the extra work. We provide services that the advisor may pick and choose from as they please. The Back-Office service is our core service which provides a dedicated service team to handle paperwork and daily tasks. This is closely followed by the compliance and technology services which reduce the time an advisor may spend in due diligence and tech issues. Asset Management services are useful for advisors looking to develop strategies or need help with executing trades. Virtual Support services may come in handy for any advisor who needs help with taking client phone calls and interactions. In the case of a tragic event, one should also have a succession plan in place. The Business Continuity service can help with this. Lastly, the Marketing & Branding service is the newest addition and can help with the core elements of business exposure including everything from website building to stationary.
For more information on how RIA Innovations can help with your practice, please call us at 855.419.2755 or email info@riainnovations.com.