Review the lists below to see what we have to offer. If there are any services not listed,

we would be glad to discuss them with you.

 

• Pre-filling of account establishment paperwork

• New business processing

• Pending business follow-up

• Account maintenance

• NIGO tracking/resolution

• Account transfer processing

• Spreadsheet creation and updates

• Responding to emails

• Client meeting preparations

• Prepare and email or mail quarterly statements

• Email or mail newsletters

• Coordinate and send birthday and holiday cards/gifts

• Plan and confirm attendance for events

• Schedule and confirm client/prospect meetings

• Fee billing

• Oversee conversions

• CRM setup and maintenance

• Portfolio management setup and maintenance

• RMD processing

 

Custodians:

• Fidelity Investments

• TD Ameritrade

• Charles Schwab

• SEI 

• Loring Ward

 

Portfolio Management Systems:

• Black Diamond

• Envestnet

• Intelliflo Portfolio

• Orion

• eMoney

• Morningstar
   

CRM Systems:

• Redtail

• SalesForce

• Netsuite

• Wealthbox

• Vision CRM
   

Other Systems:

• MailChimp

• ShareFile

• Nitrogen

• Hidden Levers

• AssetLock