“There are not enough people coming into this industry, and this is not a geographic problem—it is industrywide,” FA Magazine reported last year. A way firms are responding is by using virtual assistants to give existing advisors more time to focus on new and existing clients.
Our service is fully customized to meet your needs. However, over the years, we have carefully refined the following core processes that most of the executive teams we work with utilize.
Save your team’s time formatting account reviews, client reports, etc. Just give us the templates and content, and we will take it from there
Virtual administrative assistants will keep all your team's contacts organized in a single CRM system, so you never struggle to find someone's information and it is always up to date
Eliminate email ping pong for your executive team. Assistants schedule, confirm, and follow-up with meetings, and place important reminders on calendars
Advisors do not need to spend hours gathering stock and fund performance info, market news and forecasts—your assistants do these tasks so advisors can focus on using data, not finding it
Your assistant can prospect for new business, build lists, launch email campaigns, and follow up on sales leads to free advisors to spend more time with clients and prospects
As your virtual assistant team learns your business, contacts, and priorities, they can manage your team’s inboxes and save hours each day sorting through messages
We will help you leverage your tech stack. We train assistants in your productivity technology including calendar and email management, CRM management, rebalancing and cash flow analysis, and comparison tools. If we do not know something, we will learn it. Our promise is that you do not have to change how you work.
Here at Prialto we’ve used our decades of collective business experience to develop a collection of best practices that drive all of our interactions. Here are just a few of the ways we’ll ensure you get exceptional service.
Advisors have contacts stored in a variety of places, including inboxes, calendars, CRMs, spreadsheets, etc. This makes it difficult to accurately keep track of people, network, send emails, and engage other outreach activities.
When you start working with Prialto, virtual assistants consolidate all contacts as you see fit. After that, they will ensure all your contact management systems are consistent and up to date.
When advisors are networking, meeting clients, and carrying out other responsibilities, they just reach out to virtual assistants using the communication channels they prefer—email, text, telephone, or chat.
Our assistants will use your messaging tools and respond to all requests within the hour, so your executives have easy access to support while they are on the go. Whenever they are not immediately available, your backup assistant will respond and ensure you get the support you need.
Whether prospecting for sales, preparing reports, or generating planning documents and forecasts, our virtual assistants are experts at collecting research data based on your requirements and criteria. Your virtual assistant will carefully curate the information advisors need to stay well-informed and support business initiatives. Information we gather for our current clients includes:
Prialto virtual assistants are employees of Prialto. They undergo thorough background checks, sign confidentiality and non-disclosure agreements, and work in our secured offices with enterprise-grade network security and access control. We work with all our financial advisor clients to ensure we meet all compliance and governance requirements.