Virtual Solutions For Advisors

Qualified Resources for Financial Planners

Creating the Successful, Efficient, and Compliant

Practice


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


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


Abakus R&C LLC

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 highly talented 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

Your Partners in Success

www.abakus-group.com


Copyright 2011 AdvisorAssist, LLC

AdvisorAssist is a management consulting firm focused on serving investment advisory firms. Founded in 2006, we deliver client solutions through an “integrated approach” that is driven by expertise in compliance, strategy, marketing, operations and technology.

Our clients are supported by former practitioners with leadership experience as: Chief Compliance Officer, Chief Operating Officer, RIA/Hedge Fund Founder, SEC Examiner, Securities Attorney.

Start Up or Transitioning Advisors

• SEC & State Registrations

• RIA Transitions • Operations &

Technology Planning

• Marketing Planning & Advertising Review

Established Advisors

• Ongoing Compliance Support

• SEC to State Transition

• Mock SEC & State Exam

• Social Media Program Design

• Compliance Program Design

• Strategic Planning• Business

Development Planning

• Outsourced CCO• Outsourced COO


AdvisorWebsites.comPremium Websites for Financial Advisors

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

Since 2002, Advisor Websites has been assisting financial advisors in creating effective, compliant, and customized websites. No matter the size of your business, we can help you design and maintain a web site that fits your needs.


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 [email protected] with any questions.

mailto:[email protected]


Back Office Advisor, LLCEvery 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”.


Back Office Solutions, LLCwww.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


Ceros Financial ServicesYour 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


created by Advisors for Advisors ~~ www.IPSAdvisorPro.com

IPS AdvisorPro® is an award-winning tool to help wealth management professionals create and manage fully customized Investment Policy Statements (IPS) unique to their process, and each client’s circumstances – quickly and easily.

Ensure compliance with new fiduciary requirements Flexible and EfficientWeb-BasedUnique supervisory capabilities Integrates w/MoneyGuidePro™ & Redtail CRM Includes

8 client specific IPS templates w/questionnairesRisk Tolerance questionnaire Ability to build an unlimited # of asset allocation models

http://www.ipsadvisorpro.com/


1-888-674-5560 www.MyVirtualCOO.com


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 ®


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.

Precursor Research LLCwww.PrecursorResearch.com



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.

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Virtual Solutions For Advisors