Services

Our Services Help Financial Planners Get Ahead and Stay There

Back office efficiency and staff retention are key issues at financial planning firms. Virtual Partners Group, a provider of back office operations for financial planning firms, offers an assortment of services for the financial planning community, including:

Account application
Executive assistance
Account transfers
Invoice generation
Client communications
Customer Relations Management
Quarterly reporting
Operating manual creation and updates
Backup for employees who are on vacation or ill
Onsite and telephone training

To better serve you, we are trained on many of the mainstream database and customer relations management software used throughout the industry, including:

Portfolio Center
Advent
Junxure-I
Redtail
Sales Force

The scope of our services are defined by the needs of your firm. This allows us to customize our offerings for smaller and larger companies. The advantage of this is that advisors can grow their business while ensuring the quality of client service remains the same from the first to the last client.

Contact Virtual Partners Group today and find out how we can help your company grow to new heights. Contact here