RIA services: Back-office Support

Back-office support, enhanced client-service offerings, automated billing and trading, and marketing opportunities

Harness the power of partnering with a leading TAMP and using separately managed accounts (SMAs). Free yourself of back-office tasks, enhance your client-service offerings, and take advantage of marketing opportunities. Spend more time with your clients, all while building your business. We can:

  • Equip you with innovative tools to help build client relationships, review and manage your business growth, and create new efficiencies within your business.
  • Provide access to a full-service client support staff to facilitate changes to investments, provide support, and answer questions.
  • Supply research tools, weekly market insights, industry updates, and quarterly investment statements.
  • Support your sales and marketing efforts with a skilled and experienced sales support team to help you take full advantage of our many benefits. These include guest speakers for client events and the opportunity to become a featured adviser—with supporting marketing program—in Proactive Advisor Magazine.
  • Offer SMAs to allow you to manage multiple strategies for a client in one account—providing tax efficiencies, easier tracking, wrapped fees, and less paperwork.


FPI overview Download