Scale Your Advisory Practice with a Financial Services VA
Stop drowning in CRM updates, meeting prep, and client onboarding paperwork. Hire an expert Virtual Assistant to handle your back-office administration—secure, compliant, and fully managed.
Client Review Prep
Smith Family Trust • Q3 Review
Administrative Power for Financial Advisors
Our Virtual Assistants specialize in the non-licensed administrative tasks that consume your day, allowing you to focus on high-value client relationships and portfolio strategy.
CRM Management
Keeping Redtail, Wealthbox, or Salesforce pristine. Logging meeting notes, updating client life events, and launching targeted workflows.
Client Onboarding
Preparing new account paperwork via DocuSign, tracking application statuses with custodians, and sending welcome packets to new clients.
Meeting Prep & Scheduling
Coordinating quarterly review meetings, managing your calendar, and assembling preliminary performance reports before the client arrives.
Reporting & Data Entry
Pulling data from financial planning software (eMoney, RightCapital) and formatting it into clean, client-facing presentation decks.
Client Communications
Managing your inbox, responding to routine administrative inquiries, and drafting the monthly market update newsletters.
Back-Office Operations
Handling internal expense tracking, organizing digital filing cabinets for compliance audits, and managing vendor relationships.
Proficient in WealthTech Software
We work flawlessly within the secure platforms your firm relies on.
A Managed Service, Built for Compliance
Stop risking your time on unverified freelancers. Deploy a managed team instantly.
Submit Your Needs
Provide details on your CRM, software stack, and the administrative bottlenecks slowing your firm down.
Establish Protocols
Your Project Manager documents your strict operational workflows and establishes secure access boundaries.
Expert Execution
Your VA executes the daily non-licensed administrative tasks, updating CRM and prepping meetings.
Pay Only for Output
You are billed strictly for the VA's tracked hours. PM supervision is 100% free.
Why Financial Advisors Choose Sagedoer
Don't let vital client communication slip through the cracks. Upgrade to a fully managed administrative team.
| Feature | Traditional Freelancer Platforms | THE SMART CHOICE: Sagedoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise assistants while serving clients | Dedicated Project Manager acts as your single point of contact |
| Discretion & Professionalism | Hit-or-miss confidentiality with sensitive client profiles | Internally vetted experts trained in strict data handling |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex invoices or unpredictable monthly costs | Simple, unified, centralised USD hourly invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
Simple, Transparent Pricing
No monthly membership charges. Zero setup fees. Predictable overhead for your practice.
Part-Time
20 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time
40 Hours Per Week
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Independent RIAs & Wealth Managers
"Before Sagedoer, I spent 2 hours a day just organizing meeting notes in Wealthbox and drafting follow-up emails. My VA handles all of that now. I've been able to take on 15 new clients this quarter."
"The dedicated project manager ensures the VA follows our strict documentation workflows. Our client onboarding process is completely streamlined, and the zero hidden fees model is perfect for our budget."
"Confidentiality was our biggest concern. The team established a secure, role-based access protocol for our CRM. Our VA preps all our eMoney reports for annual reviews flawlessly."
"Before Sagedoer, I spent 2 hours a day just organizing meeting notes in Wealthbox and drafting follow-up emails. My VA handles all of that now. I've been able to take on 15 new clients this quarter."
"The dedicated project manager ensures the VA follows our strict documentation workflows. Our client onboarding process is completely streamlined, and the zero hidden fees model is perfect for our budget."
"Confidentiality was our biggest concern. The team established a secure, role-based access protocol for our CRM. Our VA preps all our eMoney reports for annual reviews flawlessly."
Frequently Asked Questions
Are your Virtual Assistants licensed to give financial advice?
No. Our Virtual Assistants are strictly administrative professionals. They do not hold Series 7, 65, or any other FINRA/SEC licenses. They handle non-licensed back-office tasks such as data entry, scheduling, CRM updates, and document preparation, allowing you to focus on advising.
How do you ensure client data security and compliance?
Security is paramount. Our VAs are bound by strict non-disclosure agreements. We recommend providing role-based, restricted access within your CRM (e.g., Redtail or Wealthbox) so the VA can perform administrative duties without accessing full sensitive financial accounts or trading systems.
Can they interact directly with my clients?
Yes. Many advisors use our VAs to send scheduling links, follow up on missing onboarding signatures (via DocuSign), and answer basic administrative emails, always ensuring communication aligns with your firm's professional tone.
Do I have to manage the Virtual Assistant directly?
No, that is the Sagedoer advantage! You will be assigned a dedicated Project Manager who acts as your single point of contact. They oversee the VA's daily progress, ensure adherence to your operational workflows, and handle all internal management at absolutely no extra charge to you.
Are there any hidden fees or platform markups?
None at all. We have a strict zero hidden fees policy. You pay exactly the hourly rate ($6 or $7 depending on your plan) exclusively for the hours of pure work delivered. We do not charge placement or onboarding retainers.
Ready to scale your
advisory practice?
Reach out to discuss your current operational bottlenecks. Our dedicated project manager will promptly get back to you with a tailored administrative strategy.