Wealth advisors have deep concerns for their clients’ interests. They also tend to be good problem solvers. But many times, they end up doing a variety of tasks—administrative and operations functions—that are not the most productive use of their time.
Their belief is they need to do it all to provide the best service and advice for their clients. But often they become overloaded, working with custodians, technology, investment administration, compliance, etc.
With back office support, you’re not burdened with non-revenue producing obligations. Most times, these obligations stand in the way of your clients and success. With an Advisor Back Office, you have the potential for increased productivity. Your clients will be more satisfied, and you will enjoy increased practice satisfaction. Highlights include: