Solution introduction
As a firm’s practice increases, advisors may be faced with more client service requests
Advisors who wish to focus their time on client relationships and portfolios may find front office support to be valuable
With the Virtual Support Services, RIA Innovations becomes the primary customer service point of contact via direct interaction with clients. We are available on a flat fee or hourly basis. Other options may be available. Hours are available on an as needed basis.
Preoducts/services offered
- Client service
- Investment support
- Relationship maintenance
