Comprehensive back-office and paraplanning support, built around your workflow.
01
Financial Plan Preparation +
Full plan builds, analyses, and scenario modeling in eMoney and Envestnet. From data entry to draft plan, ready for your review.
Includes gathering and entering client data, building retirement projections, education funding analyses, insurance needs assessments, and Social Security optimization scenarios. Deliverables are formatted and ready for your client meeting with zero additional editing required.
02
Portfolio Analysis & Reporting +
Portfolio construction support, performance reporting, and holdings analysis using Morningstar, Wealthscape, and Aladdin.
Covers holdings-level analysis, asset allocation reviews, risk scoring, performance attribution, and model portfolio comparisons. Reports produced in client-ready format. Also includes rebalancing support, drift monitoring, and fee analysis across custodial platforms.
03
Operations & Back Office +
Account maintenance, CRM management in Salesforce, client onboarding support, and workflow coordination so you can focus on clients.
Handles new account paperwork, transfer of assets coordination, beneficiary updates, account titling reviews, and ongoing maintenance requests. CRM tasks include contact updates, activity logging, task creation, and pipeline management. Designed to eliminate the administrative backlog that slows solo advisors down.
04
Alternative Investment Support +
Subscription processing and client reporting for alternative investments through iCapital. Experienced with the full alt investment workflow.
Manages the end-to-end subscription process for private equity, private credit, hedge funds, and other alternatives via iCapital. Includes suitability documentation, subscription document preparation, capital call tracking, and distribution reporting. Ideal for advisors expanding into alternatives without dedicated operations staff.
05
Fixed Income & Bond Analysis +
Bond research and portfolio analytics using Bond Beacon. Ideal for advisors with fixed income allocations requiring detailed analysis.
Provides yield analysis, duration and convexity calculations, credit quality assessments, and laddering strategy support. Produces bond inventory reports and comparative analyses for client presentations. Particularly useful for advisors managing taxable bond portfolios or transitioning clients from equity-heavy allocations.
06
Ad Hoc Project Support +
Overflow work, one-time projects, and specialized tasks on demand. Flexible scope, fast turnaround, and no long-term commitment required.
Covers anything from preparing a one-time financial plan for a prospect meeting, building a custom spreadsheet model, auditing an existing client portfolio, or stepping in during a busy season. Engagements are scoped and priced per project. No retainer required and no minimum hours.