Get startedPlease fill out our discovery questionnaire below and we’ll be in touch with you soon! Firm Contact Person and Job Title * Name of Firm * Phone * (###) ### #### Email * Website http:// How did you hear about us? * Have you ever used a VA before? * Yes No If so, was that a positive experience or negative? What is the primary motivation for seeking a VA? * What would you most like to outsource? Check all that apply: * This will help us laser focus our call. General Administrative Functions Scheduling/Calendaring Custodial Paperwork and Cashiering Transfer/Rollover Management & Follow Up Compliance Tasks & Reporting Billing & Pre-Billing Email Marketing & List Management Social Media/Blog Management Workflow Writing and Implementation Documentation of SOPs Planning Data Entry Building Out Financial Plans General Paraplanning Risk Management Data Entry & Reporting Cost Basis Research Executing Advisor-Approved Trades Rebalancing Analysis & Tasks Investment Research, Reporting & Analysis Administration of Portfolio Allocations Fee Only? * We solely work with fee only firms. Yes No Is 75% or more of your business through a broker dealer? * We have had very little success working with broker-dealer affiliated firms and therefore no longer provide that service. We are happy to consider any small percentage legacy situations on a case-by-case basis. Yes No Registered Investment Advisor? SEC State Do you currently have any in house administrative help? * Yes No Custodian(s)? * Charles Schwab Pershing SEI Fidelity Altruist Betterment American Funds E*Trade Other Financial Planning software? * MoneyGuidePro Right Capital eMoney NaviPlan Holistiplan Other CRM? * Redtail Wealthbox Envestnet/Tamarac Salesforce Junxure Advyzon Other Document Storage? * Sharepoint Box Sharefile Egnyte Google Drive Other Portfolio Management? * Albridge Morningstar Office Orion Envestnet/Tamarac Advyzon Capitect Addepar Other Risk Tolerance Tool? * Riskalyze FinaMetrica Hidden Levers Tolerisk Totum Risk Stratifi Other Other #AdvisorTech? Time Zone (for purposes of scheduling free consultation) Pacific Mountain Central Eastern Additional comments or anything else you would like us to know:
