Compliance-Ready Administrative Support with a
Financial Services Virtual Assistant
Free up time for client-facing work and strategic planning. We deploy pre-vetted VAs experienced in compliance, CRM management, and financial data—monitored by a Complimentary Dedicated Project Manager.
Data Security Focused
VAs trained to handle sensitive client data (NPI) with strict security protocols.
CRM & Portfolio Ready
Experienced with industry CRMs like Redtail, Wealthbox, and platforms like Orion/eMoney.
Free Supervision
A dedicated Project Manager ensures accuracy and compliance checks for free.
Services That Drive Financial Productivity
Delegate the heavy administrative load, from client onboarding to complex reporting.
Client Onboarding & KYC
Assisting with new client intake, completing Know Your Client (KYC) documentation, and account opening paperwork.
CRM Data Management
Maintaining clean data in Redtail, Wealthbox, Salesforce, or other CRMs; updating contact records and task lists.
Portfolio Data Tracking
Inputting and reconciling client investment data across various platforms for accurate reporting.
Meeting Preparation
Generating performance reports, preparing meeting agendas, and organizing files for client reviews.
Compliance Documentation
Ensuring necessary disclosures are sent, filing completed documents, and tracking annual review deadlines.
Expense Classification
Categorizing business expenses accurately for tax and accounting purposes using tools like QuickBooks or Xero.
Calendar Management
Scheduling client meetings, confirming appointments, and managing the advisor's availability across platforms.
A/R & Billing Support
Processing client advisory fees, tracking outstanding invoices, and assisting with fee reconciliations.
Research & Due Diligence Prep
Gathering basic data on funds, economic indicators, or market trends as directed by the advisor.
The SageDoer Difference
The accountable staffing solution for a regulated industry.
Pre-Vetted Pool
We select VAs with a proven background in finance and a high regard for data security and regulation.
Free Project Manager
A supervisor ensures critical tasks (e.g., portfolio updates) are error-free and compliance standards are met.
Dedicated Security
We adhere to security best practices for all remote access and client data handling.
Daily Reporting
Receive a clear End of Day report summarizing accounts processed, data updated, and client communications handled.
Simple, Transparent Pricing
No setup fees. No contracts. Cancel anytime.
Part-Time
20 Hours / Week
- ✓ Free Dedicated Project Manager
- ✓ Pre-Vetted Financial VA
- ✓ Daily Activity Reporting
- ✓ Time Tracking & Screenshots
Full-Time
40 Hours / Week
- ✓ Free Dedicated Project Manager
- ✓ Dedicated Financial VA
- ✓ Daily Activity Reporting
- ✓ Priority Support
How It Works
A secure process to seamlessly integrate support into your financial practice.
Share Requirements
Detail your firm's processes, required CRM/software access, and compliance needs.
Match
We select the best-fit, compliance-aware expert from our pre-vetted pool (usually within 24 hours).
Onboarding
Your Free Project Manager assists with secure, permission-based access setup and workflow alignment.
Freedom
Your VA starts handling admin. You gain capacity to serve more high-value clients.
Frequently Asked Questions
Are your VAs trained in industry regulations (e.g., FINRA, SEC)?
While our VAs are not licensed financial advisors, they are trained on the importance of data security, NPI confidentiality, and strictly adhere to client-defined compliance checklists. They perform the administrative tasks (filing, tracking, data entry) that support your regulatory obligations.
How do they securely access client data and systems?
We mandate clients provide secure, permission-limited access (e.g., dedicated remote desktop, VPN, or restricted user roles within your CRM/portfolio management software). The VA is trained never to store sensitive data locally.
Can they handle account trading or give advice?
No. Our VAs only perform administrative tasks as directed by the licensed advisor. They cannot execute trades, provide financial advice, or engage in any client activities that require a specific financial license.
What is the role of the Free Project Manager in financial support?
The PM's priority is accuracy and reliability. They perform quality assurance checks on all data entry, report generation, and compliance checklists to minimize errors in this high-stakes environment.
What financial software are your VAs proficient in?
Our pool includes VAs experienced with top industry tools such as Redtail, Wealthbox, Junxure, Orion, eMoney, Morningstar, and various custodian platforms.
Ready to Gain Hours Back for Client Service?
Get a dedicated financial support specialist + a free manager for as low as $6/hr.
Share Requirements