Stop Drowning in
Custodian Forms.
You should be focusing on complex financial plans and client relationships—not chasing W-2s or doing data entry in eMoney. Hire a specialized CFP VA to manage onboarding, prep for annual reviews, and execute CRM workflows.
Smith Family - Account Opening
VA: Pre-filled Schwab TOA docs & sent via DocuSign.
eMoney Financial Plan Input
VA: Entered balance sheet data, tax returns, and current 401(k) allocations.
Q3 Annual Review Prep - J. Davis
VA: Generating Morningstar reports and updating Wealthbox agenda.
Document Chase
Client W-2s received & filed
Proficient in Wealth Management Tech Stacks
Focus on Planning. We Handle the Admin.
Your highest value is providing strategic financial advice and acquiring new AUM—not spending 15 hours a week updating Redtail or pre-filling ACAT forms.
Custodian Paperwork
We pre-fill account opening documents, TOA (Transfer of Assets) forms, and beneficiary updates for custodians like Schwab, Fidelity, or Altruist, preparing them for Docusign.
Planning Data Entry
We handle the heavy data entry into eMoney, RightCapital, or MoneyGuidePro—inputting balance sheets, tax returns, and living expenses so you can focus on building the actual plan.
CRM Hygiene & Workflows
We execute systematic workflows in Wealthbox or Redtail, ensuring meeting notes are logged, tasks are assigned, and the onboarding pipeline is moving smoothly.
Annual Review Prep
Before your client meetings, we pull performance reports (Orion, Black Diamond), generate Morningstar factsheets, and assemble complete review packets.
Client Document Chasing
We professionally follow up with clients to secure missing W-2s, 1099s, bank statements, or estate documents, filing them securely in your cloud storage.
White-Glove Onboarding
We ensure a premium client experience by sending welcome emails, setting up client portal access (eMoney/Orion), and scheduling kickoff meetings.
Why Choose Sagedoer?
Managing wealth management operations requires precision and confidentiality. Access a highly trained admin expert through one dedicated manager. We oversee operations at no extra charge.
| Feature | Traditional Freelancers | The Smart Choice Sagedoer Managed VA |
|---|---|---|
| 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 your own assistants | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified remote work credentials | Internally vetted, rigorously trained ops experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
Our 4-Phase Workflow
Seamlessly integrate an expert advisory assistant into your practice.
Submit Requirements
Share your CRM stack (Wealthbox/Redtail), planning tools (eMoney), and preferred workflows. Choose your communication channel: Email, Form, WhatsApp.
Finalise the Plan
Our dedicated project manager will promptly get back to you to review data entry volume, client meeting schedules, and finalise partnership details.
Expert Execution
Your project manager takes full charge, managing the VA's daily task list (custodian forms, client follow-ups) seamlessly through our team.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Simple, Transparent Pricing
No platform fees. No minimum terms. Scalable advisory support.
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 Financial Advisors
"I was spending hours every week just doing data entry in eMoney and prepping Schwab account opening forms. Sagedoer’s VA took over the entire onboarding workflow. Now I actually have time to prospect for new clients and review complex estate plans."
David M.
CFP & Founder"Having an assistant seamlessly navigate Wealthbox and generate our client review packets is invaluable. They also politely chase clients for missing statements prior to tax season, which is a massive relief."
Sarah L.
Wealth AdvisorFrequently Asked Questions
Can they handle data entry in my financial planning software?
Yes. They can take raw client data (tax returns, statements, fact-finders) and input it directly into tools like eMoney, RightCapital, or MoneyGuidePro so the plan is ready for your analysis.
Are they familiar with custodian paperwork?
Absolutely. Our VAs are trained to pre-fill standard account opening documents, TOA (Transfer of Assets) forms, and coordinate e-signatures via DocuSign for major custodians like Schwab and Altruist.
How is client confidentiality maintained?
Security is paramount. VAs work within your secured cloud environments (like an agency-provided email and VPN) and are bound by strict NDAs to maintain compliance with standard wealth management privacy rules.
Advise the Client.
Delegate the Admin.
Hand over the tedious data entry, custodian forms, and CRM workflows to our specialized wealth management operations experts.
Submit Your Requirements
Securely processed by Sagedoer. Your data is strictly confidential.