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...helping advisors manage change
VIRTUAL PROJECT MANAGEMENT
Most growing wealth management firms have laundry lists of projects that could further improve their business models but often lack the time or resources to complete them. Whether you are implementing new technology, converting to the RIA model, or simply need short-term administrative assistance, Elite’s VPM services will help your business operate more efficiently and enhance client satisfaction. These projects not only help operationally in the short-term, but also add inherent value to your business for long-term valuation and monetization of the business.
RIA
RIA Conversion
The RIA channel is growing at a rapid pace. While larger practices may opt to start their own RIA, others are turning to established RIA’s to leverage existing size and scale. Converting to the RIA model has many advantages but it also comes with a requirement to repaper your fee-based accounts. We have successfully converted large and small advisory practices to the RIA model using both paper forms or electronically prepared documents.
CRM
CRM Migration
Contact Relationship Management programs are more sophisticated than ever allowing financial practices to analyze data, target new opportunities, and enhance the client experience. Elite Transitions can assist in both migrating data to a new system and consulting on the best ways to make a CRM’s many tools to fit your specific needs.
Paperless
Paperless Office
We live in a digital world but many practices still have rooms of filing cabinets filled with years of client paperwork. Going digital allows for greater visibility, organization, and access to your files while mitigating the risk of lost or damaged documents and saving time and money. After an initial consultation and creation of a project plan, ETC will take on the organization, scanning, indexing, and shredding of your files. We can work with your broker-dealer's proprietary imaging system or a third-party system.
VOA
Virtual Office Admin
There are a number of other projects to add efficiencies to your day-to-day operations. Additionally, you may find yourself in need of temporary administrative assistance due to employee turnover or unexpected leave. Our extensive operational knowledge allows us to step into a project seamlessly, saving you the hassle of training or relying on temporary staff. We can assist with day-to-day branch operations, mass mailings, administration of client surveys, system training and other enterprise level activities.
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