Outsourced Administration Support Services
Having excellent administration support is vital to enable your business to effectively deliver an outstanding client experience. We are passionate about the support we provide to your business to deliver this.
With significant and variable demands on time and resources, advisers might be feeling stretched to capacity. Working with us as your outsourcing partner can provide your firm with the flexibility, dedication and expert knowledge at your time of need.
Outsourcing can help you and your clients in a number of ways. Our model allows us to build a long term relationship with you whilst giving the flexibility to flex up and down when needed.
We can offer Flexible working hours, working remotely and save you up to 35% on costs compared to employing staff, whilst being able to retain dedicated BRANDED support. We work with businesses from a single adviser and tailor our solution’s to your business needs. So Contact Us now to learn more.
Example Services Available:
- Adding Data, plans and fees to Back office systems
- Raise client and provider fee invoices
- Preparing Valuations
- Portfolio review service
- Coordinating and prepare for client meetings
- Dealing with client correspondence
- Fund switches, redirections, withdrawals
- Platform administration
- Product provider liaison
- Client ID verification