Focus on Clients. We Manage Compliance & Admin.
Get a pre-vetted Virtual Assistant trained in financial services administration, CRM management, and compliance tasks. Includes complimentary dedicated supervision.
What Can Your Financial Advisor VA Do?
Delegate high-volume, low-leverage tasks to free up your licensed staff.
Client Onboarding Prep
Compiling new client paperwork, running KYC checks, and initiating account transfers.
CRM & Data Cleanup
Maintaining client records, updating contact info, and logging all calls/tasks in your CRM (Redtail, etc.).
Reporting & Rebalancing
Running quarterly performance reports, preparing statements, and compiling rebalancing schedules.
Scheduling & Follow-up
Managing your calendar, scheduling annual review meetings, and sending pre- and post-meeting communications.
Client Communications
Drafting routine client emails, coordinating birthday/anniversary messages, and managing mailouts.
Financial Planning Support
Inputting client data into financial planning software (eMoney, Orion) for advisor review.
Compliance File Prep
Organizing disclosure documents, audit trails, and ensuring all required signatures are captured.
Fee Management
Calculating and applying advisory fees, and assisting with fee deduction processes.
Due Diligence Research
Gathering preliminary fund data, economic reports, or competitor analysis for the advisory team.
Proficient In Your Tech Stack
The SageDoer Difference: Managed for Peace of Mind
We provide staff ready to integrate into your fiduciary workflow.
No Recruitment Lag
We don't "recruit" from scratch. You select from our pre-vetted bench of finance-aware VAs.
Free Project Manager
Every VA comes with a supervisor who checks QC, ensuring protocols are followed—at no extra cost.
Instant Replacement
If the VA isn't the right fit, we deploy a new expert immediately. Zero gap in support.
Cost Efficiency
Achieve senior administrative support at a low hourly rate, boosting your net operating income.
Simple, Flat-Rate Pricing
No hidden fees. No long-term contracts. Maximize your leverage.
Part-Time
20 Hours / Week
- ✔ Dedicated Financial Services VA
- ✔ Free Project Manager
- ✔ Daily Activity Reports
- ✔ Time Tracking Included
Full-Time
40 Hours / Week
- ✔ Dedicated Financial Services VA
- ✔ Free Project Manager
- ✔ Daily Activity Reports
- ✔ Time Tracking Included
- ✔ Priority Support
How It Works
Skip the compliance training. Start delegating the process.
Share Requirements
Detail your specific advisory model (RIA, Broker-Dealer) and tech stack (CRM, custodians).
We Match You
We select the best fit from our pre-vetted pool (not a recruitment search).
Onboarding
Your Project Manager helps set up secure, limited CRM and custodial access.
Freedom
Your VA handles the administration while the PM ensures compliance and QC.
Frequently Asked Questions
Can they access my client accounts or place trades?
No. Our VAs only perform administrative, non-licensed functions. You maintain full control. They can enter data, generate reports, or compile forms, but they will never be given authority to place trades, provide advice, or access funds.
How do you ensure data security and HIPAA/FINRA compliance?
Our VAs operate under strict privacy protocols. We work with you to ensure access is granted through secure, permission-based roles within your CRM (like Redtail) and custodial platforms, and access is limited strictly to administrative duties only.
Do I have to interview the VA?
No. We operate a pre-vetted bench model. Based on your regulatory model and software stack, we assign the most qualified internal staff member. This skips the recruitment cycle entirely.
What is the "Free Project Manager" included?
The PM acts as a supervisory layer. They ensure the VA adheres to your firm's specific protocols, maintains quality in CRM inputs, and acts as your direct contact for any feedback or issues.
Can they handle technical tasks like running Morningstar reports?
Yes. Our VAs are proficient in generating standard performance and fund reports using common advisor tools like Morningstar, Orion, and eMoney, based on your instructions.
Ready to Elevate Your Practice?
Stop doing administrative work that costs you $200+ per hour. Delegate with SageDoer today.
Share Your Requirements