Creating the Successful, Efficient,     and Compliant Practice                Qualified Resources for Financial Planners
What is the Virtual Solutions Consortium? A Website Dedicated to Financial Advisors List of Outsourced Virtual Staff, Co...
The Core VSC Members   Abakus R&C LLC   AdvisorAssist   AdvisorWebsites.com   All Backoffice Consulting, LLC   Back O...
Abakus R&C LLC                                Your Partners in Success                                 www.abakus-group.co...
AdvisorAssist is a management        Start Up or                                Establishedconsulting firm focused on serv...
AdvisorWebsites.com           Premium Websites for Financial AdvisorsSince 2002, Advisor Websites has been assisting finan...
www.allbackoffice.com                                                                      Open Architecture     AllBackof...
Back Office Advisor, LLC                  Every Step of the Way We assist advisors, from start-ups to $300MM in AUM or 0 ...
Back Office Solutions, LLC             www.BackOfficeSolutions.net   Outsourcing Financial Planning Services   Data Entr...
Ceros Financial Services        Your boutique custodian   Independence.   Commitment.   Reliability.   Integrity. Cer...
created by Advisors for Advisors ~~ www.IPSAdvisorPro.com IPS AdvisorPro® is an award-winning tool to help wealth manageme...
1-888-674-5560      www.MyVirtualCOO.com                 Qualified Resources for Financial Planners
New Planner Recruiting         www.NewPlannerRecruiting.com Industry Career Development experts providing  Full Service F...
Precursor Research LLC                     www.PrecursorResearch.com A Leading Investment Practice Management firm servin...
Qualified Resources for Financial Planners
Virtual Partners Group, Inc.              www.VirtualPartnersGroup.com Freeing financial advisors from the day-to-day det...
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Virtual Solutions For Advisors

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Creating the Successful, Efficient, and Compliant Practice.

What is Virtual Solutions For Advisors?

Qualified Resources for Financial Planners.

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Virtual Solutions For Advisors

  1. 1. Creating the Successful, Efficient, and Compliant Practice Qualified Resources for Financial Planners
  2. 2. What is the Virtual Solutions Consortium? A Website Dedicated to Financial Advisors List of Outsourced Virtual Staff, Consultants and Vendors for all areas of the business Latest information on conferences, discounts and white papers Annual newsletter providing typical problems and actionable solutions Qualified Resources for Financial Planners
  3. 3. The Core VSC Members Abakus R&C LLC AdvisorAssist AdvisorWebsites.com All Backoffice Consulting, LLC Back Office Advisor, LLC Back Office Solutions, LLC Ceros Financial Services, Inc. International Performance Group, Inc. IPS Advisory Pro ® Lake Effect Creative My Virtual COO ™ New Planner Recruiting Precursor Research, LLC True North Networks Virtual Partners Group Qualified Resources for Financial Planners
  4. 4. Abakus R&C LLC Your Partners in Success www.abakus-group.com Abakus was created to provide top quality Reporting & Consolidation Service.We cater our expertise to small and medium sized family office, Investment Advisors and also to high net worth Individuals who were previously limited to large-scale corporations.By partnering with Abakus, your organization can focus on its core competencies and leave the rest to us. This model provides organizations affordable access to highlytalented professionals. Through our commitment to superior service and a dedicated team of professionals, our partners can achieve their goals.  Our Services :  Reporting & Consolidation (R&C) Complete Outsourcing Solution : Hosted platform Partial Outsourcing Solution  Custom Report Design  Data Transfer & Software Implementation Qualified Resources for Financial Planners
  5. 5. AdvisorAssist is a management Start Up or Establishedconsulting firm focused on serving Transitioning Advisorsinvestment advisory firms. AdvisorsFounded in 2006, we deliver clientsolutions through an “integratedapproach” that is driven byexpertise in compliance, strategy, • Ongoing • SEC & State Compliance Supportmarketing, operations and Registrations • SEC to Statetechnology. • RIA Transitions Transition • Operations & • Mock SEC & StateOur clients are supported by Technology Planning Examformer practitioners with • Marketing Planning • Social Medialeadership experience as: Chief & Advertising Program DesignCompliance Officer, Chief Review • ComplianceOperating Officer, RIA/Hedge Fund Program Design • Strategic PlanningFounder, SEC Examiner, Securities • BusinessAttorney. Development Planning • Outsourced CCO • Outsourced COO Copyright 2011 AdvisorAssist, LLC Qualified Resources for Financial Planners
  6. 6. AdvisorWebsites.com Premium Websites for Financial AdvisorsSince 2002, Advisor Websites has been assisting financial advisors in creatingeffective, compliant, and customized websites. No matter the size of yourbusiness, we can help you design and maintain a web site that fits your needs. A free 30-day trial Customizable website templates and designs. No contracts or upfront fees Compatibility with many technology providers in the financial services industry. An easy-to-use development process and technology platform. Ongoing guidance from an account manager throughout the web development process Unlimited technical support after your site goes live. Faster submission process with major compliance departments Great customer support www.advisorwebsites.com Qualified Resources for Financial Planners
  7. 7. www.allbackoffice.com Open Architecture AllBackoffice Consulting is an RIA niche technology service company focused on solving back office technology and workflow challenges.  Outsourced PortfolioCenter and workflow for other RIA back office components  AllBackoffice Advisor Cloud (hosted servers with IT support for RIA firms only)  AllBackoffice custom IT solutions and consulting  Ideal clients include:  advisors seeking expert RIA niche experience and support to allow for best use of internal staff resources  Advisors in transition  Mature practices seeking to expand operations and scale for growth to enterprise level Contact Julien Mordecai at Julien@AllBackoffice.com with any questions. Qualified Resources for Financial Planners
  8. 8. Back Office Advisor, LLC Every Step of the Way We assist advisors, from start-ups to $300MM in AUM or 0 to 10 employees, as they take their business to the next level, whatever that level may be. We provide an objective assessment of your firm and then using your goals, develop the best path for you to take to reach those goals. We built a firm so we know the challenges facing advisors. We use our years of experience to help you anticipate and jump any hurdles you may face. We are hands-on implementers. We stay with you every step of the way, providing guidance, accountability, and ideas. We’re not going to just provide a plan and then walk away. We’re committed to keeping you on track so you can achieve your goals for you and your family. We are the “Advisor’s Advisor”. Qualified Resources for Financial Planners
  9. 9. Back Office Solutions, LLC www.BackOfficeSolutions.net Outsourcing Financial Planning Services Data Entry in Financial Planning Software Data Analysis of Current Plan for Additional Scenarios Plan Executive Summary Financial Planning Software Consultation Choosing Appropriate Software for Your Firm Support in Money Guide Pro, Money Tree, Financial Profiles, NaviPlan Select Qualified Resources for Financial Planners
  10. 10. Ceros Financial Services Your boutique custodian Independence. Commitment. Reliability. Integrity. Ceros Financial Services, Inc. provides top-tier brokerage and custody services to registered investment advisors with exceptional individual attention. At Ceros, we view our relationships as long term partnerships established to support your core day-to-day business. We work hard to avoid using the answer “no” to any question or request. We will provide you with broad, intelligent support, outstanding attention to detail, as well as state of the art trading and back-office systems. Our goal is to work with you on your terms so we can help you grow and transform your business. Securities offered through Ceros Financial Services, Inc. Member of FINRA/SIPC/NFA Qualified Resources for Financial Planners
  11. 11. created by Advisors for Advisors ~~ www.IPSAdvisorPro.com IPS AdvisorPro® is an award-winning tool to help wealth management professionalscreate and manage fully customized Investment Policy Statements (IPS) unique totheir process, and each client’s circumstances – quickly and easily. Ensure compliance with new fiduciary requirements Flexible and Efficient Web-Based Unique supervisory capabilities Integrates w/MoneyGuidePro™ & Redtail CRM Includes 8 client specific IPS templates w/questionnaires Risk Tolerance questionnaire Ability to build an unlimited # of asset allocation models Qualified Resources for Financial Planners
  12. 12. 1-888-674-5560 www.MyVirtualCOO.com Qualified Resources for Financial Planners
  13. 13. New Planner Recruiting www.NewPlannerRecruiting.com Industry Career Development experts providing Full Service Financial Planning Staff Recruiting Helping business owners identify and place new financial planners into entry level professional positions in financial planning firms nationwide Co-Founded by Michael Kitces, CFP ® Qualified Resources for Financial Planners
  14. 14. Precursor Research LLC www.PrecursorResearch.com A Leading Investment Practice Management firm serving emerging, break-away and established independent financial advisors nationwide. Whether you are an advisor looking to free more time to service your clients and grow your business, OR whether you are an advisor looking to improve investment performance and risk management, we can help. And importantly, in an environment where so much information come from vendors, we operate independent and free of conflicts because independent financial advisors deserve the same independent and un-conflicted support as their clients. Qualified Resources for Financial Planners
  15. 15. Qualified Resources for Financial Planners
  16. 16. Virtual Partners Group, Inc. www.VirtualPartnersGroup.com Freeing financial advisors from the day-to-day details … so you can develop the big financial picture of your clients. VPG completes your paperwork, conduct your customer communications, run your daily operations, cover for absent staff, create operations manuals and procedures and train new employees virtually from our own offices. The scope of our services are defined by the needs of your firm. We customize our offerings for smaller and larger companies allowing advisory firms to grow your business while ensuring the quality of client service remains the same from the first to the last client. Qualified Resources for Financial Planners

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