V I R T U A L S U P P O R T
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 Virtual Support Services, RIA Innovations becomes the primary customer service point of contact via direct interaction with clients. We are available on a flat fee or hourly basis. Other options may be available. Hours are available on an as needed basis.
PRODUCTS / SERVICES OFFERED
Client service
Investment support
Relationship Maintenance
