About Us

We provide professional virtual assistant services for financial advisors, handling everything from client onboarding and document management to communications and event planning. Our goal is to streamline operations, ensure accuracy and confidentiality, and support advisors in delivering exceptional client experiences—so you can focus on growing your business while we manage the details efficiently and reliably.

Supporting independent financial advisors with seamless admin and client care

My Virtual Assistant Solution for Independent Businesses

Client Engagement & Event Management

• Planning, initiating, and executing monthly client engagement events

• Supporting advisors in growing their client base through organized outreach

• Ensuring a smooth client experience with attention to detail and professionalism

Compliance & Documentation Management

• Ensuring accounts and documentation are accurate and compliant

• Maintaining records, tracking paperwork, and preparing reports

• Supporting advisors to stay organized and audit-ready

Operational & Administrative Support

• Handling new account establishment and onboarding (retail & non-retail)

• Managing ACAT transfers, rollovers, and related account movements

• Coordinating with custodians, vendors, and internal teams

• Tracking and managing document workflows