Scale Your AUM with Absolute Fiduciary Precision. Delegate Custodian Paperwork, ACAT Transfers & Review Decks Without Management Overhead.
You bill fee-only advisory retainers to build generational wealth, design retirement strategies, and guide high-net-worth clients through market volatility. You should not be trapped in resolving NIGO paperwork with Charles Schwab or Fidelity, updating financial plans in eMoney/RightCapital, preparing 30-slide client review binders in Orion, or auditing quarterly fee billings. Access vetted, compliance-literate financial operations specialists supervised by a free dedicated project manager.
Dedicated Advisory PM
Supervising wealth operations free
Never pay for custodian turnaround delays, market lulls, or PM oversight. Pay strictly for productive wealth management operational hours.
What Your Managed Investment Operations Assistant Executes Daily
Free up 15–30 senior advisory hours every week. From custodian account opening and ACAT transfer tracking to financial plan maintenance and quarterly fee reconciliations, every deliverable is verified by your Project Manager.
Custodian Account Opening, NIGO Prevention & DocuSign
Ending administrative friction in onboarding. Pre-populating custodial applications across Charles Schwab Institutional, Fidelity Wealthscape, BNY Mellon Pershing, and Apex Clearing with zero Not-In-Good-Order (NIGO) errors.
- ✓ Setting up individual, joint, trust, traditional & Roth IRA accounts
- ✓ Generating DocuSign / OneSpan envelopes with pre-mapped signature fields
- ✓ Submitting and tracking custodial standing letters of authorization (SLOAs)
ACAT Transfers, Asset Rollovers & Cash Needs Monitoring
Accelerating asset transfer time-to-bill. Initiating Automated Customer Account Transfers (ACATs), non-ACAT asset movements, employer 401(k) direct rollovers, wire distributions, and monitoring cash balances.
- ✓ Tracking Contra-firm ACAT settlement stages & clearing rejected transfers
- ✓ Coordinating 401(k) rollover paperwork with plan third-party administrators
- ✓ Monitoring cash reserves for scheduled client monthly RMDs & systematic draws
Financial Plan Data Entry & Balance Sheet Audits
Keeping client financial plans clean and current. Linking held-away accounts, updating liabilities, life insurance death benefits, and real estate valuations inside eMoney, RightCapital, or MoneyGuidePro.
- ✓ Auditing institution connection feeds & re-authenticating broken credentials
- ✓ Inputting tax returns (Form 1040) & social security benefit projections
- ✓ Preparing net worth and cash flow baseline reports for advisory reviews
Quarterly Client Review Decks & Performance Reporting
Delivering white-glove reporting to high-net-worth families. Pulling net-of-fee performance, asset allocation drift tables, benchmark comparisons, and realized gain/loss schedules from Orion, Black Diamond, or Tamarac.
- ✓ Compiling branded PDF quarterly performance binders & executive letters
- ✓ Checking portfolio drift against target Investment Policy Statements (IPS)
- ✓ Generating customized household asset allocation pie charts
CRM Pipeline Management & Client Service Workflows
Protecting client satisfaction and firm enterprise value. Managing Wealthbox, Redtail, or Salesforce Financial Services Cloud (FSC) contact records, logging notes, and executing multi-step onboarding workflows.
- ✓ Automating birthday, required minimum distribution (RMD) & tax prep alerts
- ✓ Tracking prospect pipelines from initial inquiry to signed advisory agreements
- ✓ Archiving client meeting audio notes & generating action item tasks
Quarterly Fee Billing Reconciliation & Compliance Logs
Ensuring flawless compliance and revenue recognition. Calculating tiered basis-point AUM fees, reconciling custodial fee deduction files, logging gifts/entertainment records, and archiving compliance communications.
- ✓ Auditing Orion / Black Diamond billing files prior to custodial debit runs
- ✓ Updating Form ADV Part 2A/2B annual brochures and client delivery receipts
- ✓ Maintaining trade error logs, political contribution checks & compliance binders
Wealth Management Platforms & Custodians Our VAs Master
Factually accurate, industry-standard custodial portals, financial planning software, and portfolio management systems used by modern RIAs.
How SageDoer Manages Your Wealth Operations Desk
No recruiting fatigue. No onboarding ramp on RIA jargon or custodial acronyms. Your dedicated Project Manager oversees deliverables, audits paperwork accuracy, and ensures client review timelines are met.
Submit Requirements
Share your primary custodial partners (Schwab, Fidelity), CRM (Wealthbox, Redtail), financial planning software, household count, and back-office bottlenecks via Email, Form, or WhatsApp.
Finalise the Deal
Our dedicated Project Manager connects with you to establish mutual SEC/FINRA compliant NDAs, configure restricted custodial sub-user view/prep logins, and schedule weekly capacity.
Expert Execution
Your Project Manager directs our vetted financial operations specialists, supervising custodial new account kits, ACAT transfer tracking, financial plan data updates, and review decks.
Pay Only for Output
We track and bill solely for the virtual assistant's pure working hours. Your dedicated Project Manager's supervision, document QA, and workflow coordination are completely free.
Transitioning to independence or managing $100M+ in advisory AUM?
Schedule a call with our solutions director to structure dedicated RIA operations and client service pods.
Traditional Platforms vs. The SageDoer Advantage
Why independent RIAs, fiduciary financial planners, and wealth management boutiques choose SageDoer over unvetted freelancers on Upwork or Fiverr.
| Operational Factor | Traditional Platforms (Upwork / Fiverr) | SageDoer Managed Model |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, client fees, and recurring memberships | ✓ 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must chase, train, and supervise freelancers while conducting high-stakes portfolio reviews | ✓ Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Unverified credentials leading to NIGO paperwork rejections, leaky client data, and SEC compliance risks | ✓ Internally vetted, rigorously trained wealth management operations specialists |
| Hiring & Deployment Speed | Weeks of reviewing resumes and negotiating NDAs while urgent account transitions stall | ✓ Instant delegation. We deploy the right RIA specialist within 24 hours. |
| Billing & Invoicing | Complex, multi-freelancer invoices with international currency fees | ✓ Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Freelancers disappear right in the middle of Q4 tax-loss harvesting and year-end RMD rushes | ✓ Seamless internal replacements with zero workflow disruption |
Flat Hourly Pricing. Zero Management Cost.
No lock-ins, no unexpected platform markups, and no recruiter fees. Your dedicated project manager is included 100% free with every plan.
Part-Time
Ideal for solo investment advisors and boutique financial planners needing weekly custodial paperwork, ACAT transfer tracking, and CRM workflow hygiene.
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision & QA
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
Full-Time
Complete 160 monthly hours of dedicated support for high-AUM RIAs, multi-advisor practices, and wealth management accelerators managing 100+ client households.
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision & priority turnaround
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
Advising $250M+ in AUM or transitioning an entire team from a wirehouse broker-dealer? Talk to Samrat Pal (Our Solutions Director) →
Trusted by Independent RIAs & Wealth Managers
Hover over any testimonial card to pause the continuous feed.
"We manage $160M in AUM across Schwab Institutional. Chasing NIGO signatures, tracking Contra-broker ACAT transfers, and updating eMoney cash flows was consuming 18 hours of my week. My SageDoer VA turned onboarding into a clean, 24-hour turnaround."
"End-of-quarter client review decks in Orion used to create massive panic across our firm. SageDoer pulls asset allocation drift tables, audits net-of-fee returns, and formats pristine PDF binders for our executive meetings. The dedicated PM review gives me total peace of mind."
"When we transitioned from a wirehouse to an independent RIA, moving 85 client households felt daunting. SageDoer pre-populated all DocuSign new account kits, monitored custodial ACAT clearing, and logged every task in Wealthbox. At $6/hour for full-time support, the ROI was incredible."
"No platform markup, zero currency conversion friction, and no freelancer ghosting during year-end tax loss harvesting and RMD distribution windows. Having our dedicated PM manage our annual Form ADV Part 2A delivery tracking has made compliance audits completely stress-free."
"We manage $160M in AUM across Schwab Institutional. Chasing NIGO signatures, tracking Contra-broker ACAT transfers, and updating eMoney cash flows was consuming 18 hours of my week. My SageDoer VA turned onboarding into a clean, 24-hour turnaround."
"End-of-quarter client review decks in Orion used to create massive panic across our firm. SageDoer pulls asset allocation drift tables, audits net-of-fee returns, and formats pristine PDF binders for our executive meetings. The dedicated PM review gives me total peace of mind."
Frequently Asked Questions
Genuine questions independent RIAs, wealth managers, and financial planners ask before delegating operational workflows to SageDoer.
Ready to Reclaim Your Strategic Advisory Hours?
Tell us about your custodial setup, client household volume, or operational bottlenecks. Our dedicated Project Manager will review your wealth practice and propose a customized delegation plan.
Submit Your Wealth Practice Requirements
Tell us about your custodial partners, financial planning software, or operational bottlenecks. Your dedicated Project Manager will review and reply within 2 hours.