Services
RemoteLink Solutions will customize its offering depending on your needs. We are the premier back-office, virtual solution for advisors who need part-time administrative support. We already know your systems, already have the skills you need, and can start helping you in the following areas right away.
Administrative
- Phone Support
- Respond to Client Emails
- Set Client / Prospect Meetings
- CRM Database Management
- Account Maintenance (Suitability, Bene’s, etc.)
- Client Segmentation
- Birthday / Anniversary Cards
- Prospect Tracker
- Partner with 3rd Party Custodian
- ACATs
- Submit & Track Paperwork
Trading
- Enter Buy / Sell Orders
- Assign Model Portfolios
- Shareclass Conversions
- Backup for External Absence
- Re-balance Portfolios
Meeting Prep
- Schedule/ Reschedule/ Confirm
- Agenda
- Paperwork Prep
- Form Review & Submission
- Eliminate NIGOs
- Workflow Creation
Money Movement
- ACH / Send Check
- Fed Wires
- Set Up Recurring Arrangements
- Calculate RMDs
Compliance
- License Renewal
- Continuing Education Tracking
- Client Files
- Advertising Submission/ Tracking
- Monthly Advertising
- Uploaded Meeting Notes
- Check / Securities Blotter
- Assign Client Accounts
Marketing & Client Acquisition
- Event / Seminar Planning
- Website Maintenance
- Wholesalers
Financial Planning
- Data Gathering
- Data Entry
- Categorization of Assets
- Paraplanning
Operations
- Manage Vendors
- Budget / Expenses
Known Technologies
- Albridge
- NetX 360
- Docupace
- C2C
- Salesforce
- LaserApp
- MoneyGuidePro
- Morningstar
- RedTail
- Schwab Portfolio Advisory Services Platform