The Operational Infrastructure

We provide the administrative depth solo fiduciaries need to scale without the friction of hiring.

  • We act as the front line for your client service needs, ensuring your clients feel supported while you stay focused on high-level priorities.

    • Onboarding: Managing the end-to-end new client paperwork and onboarding experience.

    • Servicing: Handling money movements, address changes, and time-sensitive service requests.

    • Communication: Maintaining proactive communication workflows and sending client reminders.

  • We handle the technical "heavy lifting" of account maintenance to ensure nothing falls through the cracks.

    • Custodial Servicing: Managing account paperwork from start to finish via Schwab or Altruist.

    • Asset Movement: Tracking ACATs, transfers, distributions, and contributions.

    • Office Management: Monitoring inboxes, triaging tasks, and maintaining firm records and document uploads.

  • Our team manages your planning process, from raw data to client-ready models.

    • Plan Building: Entering and updating data in RightCapital or eMoney, including modeling various scenarios.

    • Meeting Prep & Follow-up: Drafting agendas and listening to recorded meetings to create follow-up emails and assign advisor tasks.

  • We ensure your firm remains "audit-ready" and leverages modern automation to scale efficiently.

    • Compliance Support: Utilizing SmartRIA to maintain records, track Form CRS/ADV delivery, and assist with audit preparation, if necessary.

    • Automation: Setting up CRM workflows and implementing tech solutions to handle routine tasks.

Service Models

  • Essential Oversight

    10 hours included

    Maintain your peace of mind. This tier ensures your backend stays tight and your inbox stays manageable. It’s the perfect "safety net" if your systems are in place, but you need a second set of professional eyes to ensure nothing falls through the cracks.

  • Schedule Recovery

    20 hours included

    Reclaim your Fridays. At 20 hours, we begin taking over the routine client service work and paperwork that bogs you down. This is designed to pull you out of the weeds so you can spend more time with clients (or your family).

  • Growth Capacity

    40 hours included

    Build without the burnout. 40 hours allows us to move beyond maintenance into active project execution. Whether you’re onboarding a surge of new clients or refining your internal tech stack, we provide the operational horsepower to make it happen.

  • Full Delegation

    80 hours included

    Your outsourced operations department. If you’re ready to step into a true CEO role, we will handle the entirety of your back-office mountain, from high-level project management to daily administrative execution, leaving you free to focus solely on revenue and vision.