RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
.png)
Front Office Support
SERVICE OVERVIEW
As a firm’s practice increases, advisors may be faced with more client service requests. Advisors who wish to focus their time on client relationships & portfolios may find front office support to be valuable.
With the Front Office Support Service, RIA Innovations becomes the primary customer service point of contact via direct interaction with clients. We assign a dedicated person from our team to work with you. They would provide you with their contact info that you may share with your clients for them to call in for requests and help.
PRICING STRUCTURE
$20,000 per year fee for Front Office services
$1,000 per week fee for Temp Front Office services
KEY FEATURES
Direct Client Interaction & Support | |
Advisor Support | |
Advisor Backup (not including trading activities) |