RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
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Back Office Support
SERVICE OVERVIEW
We take care of your paperwork prefilling, sending, submissions, tracking, account maintenance, and money movement requests. Advisors with this service receive a dedicated Support Team member (that is backed by a team) that they can work 1:1 with. Other services included with BO Support are quarterly performance reports generation, annual RMDs assistance, and quarterly billing done on your client accounts by us, client portals setup, and practice management support.
PRICING STRUCTURE
10% per year of gross revenue for Back Office Support services
Minimum for Tuck-In: $27K
Minimum for RIA Firm: $30K (Prices vary for revenue based bundles)
KEY FEATURES
New Account Openings & Maintenance | |
Transition Support | |
Money Movement | |
Performance Reports | |
RMDs Assistance | |
Quarterly Billing | |
Client Portals Setup | |
Practice Management Support |