Scale Your Practice
Without The Operational Friction
Bypass the burden of recruiting, training, and managing remote back-office staff. Get fully vetted, industry-trained virtual assistants directed by your own Dedicated Project Manager at $0 management surcharge. Reclaim your focus for revenue-generating client advisory.
What SageDoer Takes Off Your Desk
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Custodial Paperwork & Account Opening Preparation of Schwab, Fidelity, and Pershing forms, ACAT transfer tracking, and DocuSign follow-ups.
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Client Review Meeting Prep & Debrief Generating Morningstar/Nitrogen reports, updating asset balances, and logging CRM meeting notes.
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Wealthbox & Redtail CRM Hygiene Pipeline tracking, automated workflow triggers, birthday/milestone reminders, and clean data audits.
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Free Dedicated Project Manager Daily task delegation, quality assurance audits, and SOP adherence supervised at zero added cost.
Fluent in the Financial Advisory Tech Stack You Rely On
No generic assistants trying to learn financial terminology. Our VAs possess hands-on workflow knowledge across leading advisor platforms.
Specialized Competencies Designed for Financial Advisors
Here is exactly what an experienced financial advisor virtual assistant handles on your behalf every single business day.
Custodial Onboarding & NIGO Reduction
Keep your pipeline moving fast by eliminating "Not In Good Order" paperwork delays.
- Schwab, Fidelity & Pershing new account packet prep
- ACAT & manual transfer tracking with custodian service desks
- DocuSign envelope generation and signature reminders
- Setting up MoneyLink, ACH, and periodic distribution instructions
Annual Reviews & Meeting Dossiers
Walk into every client review fully briefed without spending hours compiling data.
- Pre-meeting report generation (Orion, Morningstar, Nitrogen)
- Aggregating external held-away assets in eMoney/RightCapital
- Post-meeting action item logging & CRM note transcription
- Client calendar scheduling and automated preparation reminders
CRM Hygiene & Compliance Filing
Ensure your firm remains audit-ready and proactive with high-touch relationship tagging.
- Redtail / Wealthbox automated workflow setup & monitoring
- Archiving client written communications in compliance folders
- Client RMD (Required Minimum Distribution) tracking spreadsheets
- Milestone outreach (Birthdays, Retirement dates, Anniversaries)
How Much Revenue Can You Unlock?
If your billing rate is $250+/hr, doing $7/hr administrative paperwork is costing your firm thousands.
*Calculated over 48 active weeks per year, comparing your billable advisory potential against SageDoer's dedicated Part-Time plan ($7/hr).
Annual Billable Hours Reclaimed: 720 Hours
How We Work Together In 4 Simple Steps
From first touch to recurring output, we eliminate the friction of managing remote talent.
Submit Requirements
Share your specific practice needs with us to get started via your preferred channel: Email, Contact Form, or WhatsApp.
Finalise the Deal
Our dedicated project manager reviews your practice goals, outlines a tailored execution strategy, and finalises partnership details.
Expert Execution
Your project manager takes full charge of operations, ensuring daily back-office work is delivered seamlessly by our vetted specialists.
Pay Only for Output
We log and charge exclusively for the assistant's pure working time. Your dedicated project manager's supervision is completely free.
Why Advisors Choose Sagedoer Over Freelance Marketplaces
Compare Upwork/Fiverr freelance risk with our structured, quality-controlled managed model.
| Key Operational Dimension | Traditional 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 multiple freelancers yourself | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified credentials & high NIGO rates | Internally vetted, rigorously trained premium 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 when they quit | Seamless internal replacements with zero workflow disruption |
Predictable Pricing. Pay Only For Pure Output.
No setup fees. No platform markup. Your dedicated project manager is included at no additional charge.
20 Hours Per Week
Perfect for solo advisors needing daily review prep, paperwork, and calendar relief.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
40 Hours Per Week
Full 8-hour daily embedded operations for fast-growing RIAs and ensemble advisory firms.
- 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 Financial Advisors & RIAs
See how advisory practices reclaim 15+ hours weekly with SageDoer's managed back-office team.
"Our NIGO paperwork dropped to virtually zero within the first month. Our VA prepares the Schwab custodial forms, routes them via DocuSign, and tracks every ACAT transfer flawlessly."
James McAllister, CFP®
Managing Partner, Horizon Wealth Advisory ($110M AUM)"Having a dedicated project manager is the real superpower. I never have to train someone on how to log notes into Wealthbox or prepare Nitrogen reports. The PM audits everything."
Rebecca Thornton
Founder & RIA Principal, BluePeak Financial"At $6/hr on the full-time plan, we eliminated the need to hire a $65k/year administrative assistant. Transparent time logs, pure work hours, and zero platform friction."
David Kelling
Chief Operating Officer, Legacy Capital Planning"Annual review prep used to take my entire Sunday. Now, every Monday morning I receive pre-assembled eMoney summary packets and Morningstar sheets waiting on my desk."
Eric Tremblay, ChFC®
Independent Wealth Advisor"Our NIGO paperwork dropped to virtually zero within the first month. Our VA prepares the Schwab custodial forms, routes them via DocuSign, and tracks every ACAT transfer flawlessly."
James McAllister, CFP®
Managing Partner, Horizon Wealth Advisory ($110M AUM)"Having a dedicated project manager is the real superpower. I never have to train someone on how to log notes into Wealthbox or prepare Nitrogen reports. The PM audits everything."
Rebecca Thornton
Founder & RIA Principal, BluePeak FinancialFrequently Asked Questions
Clear, honest answers to genuine compliance, security, and operational questions from advisors.
Ready to Delegate Back-Office Admin?
Book a 30-minute practice consultation with our management team or connect instantly via WhatsApp.
Tell Us About Your Practice Needs
Share your firm's typical weekly tasks. We will assign the ideal specialist.