Hire Virtual Assistants for Financial Advisors
How we boost productivity for Financial Services
Your Problem:
“There are not enough people coming into this industry, and this is not a geographic problem—it is industrywide,” FA Magazine reported. Firms respond by using virtual assistants to give existing advisors more time to focus on new and existing clients.
Our Solution:
On average, you spend 16 hours a week on administrative tasks that take you away from your core work. Firms that lack the time, expertise, and resources to build an administrative layer leverage our managed virtual assistant service.
Our dedicated virtual assistants can help financial advisors by scheduling meetings, prepping documents, triaging email, planning travel, Managing expenses, tackling your CRM, and more
Our dedicated virtual assistants can support your internal administrative and executive assistants by tackling overflow, specialized, or overwhelming work so they can focus
When you hire Prialto virtual assistants, you get a dedicated assistant supported by a team of managers, backup assistants, internal documentations, and best practices built over 16 years
A Few of the Tools We Use
We'll help you maximize your tech stack. Prialto assistants are trained and embedded directly in your productivity technology. Our Engagement Managers will consult with you, create internal documentation, train your assistants, and monitor success so we can help you make the most of the tools you use.
Prialto's Virtual Assistants for Financial Advisors & Services
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.
Available on Your Channels
While advisors are busy networking, meeting clients, and carrying out other responsibilities, Prialto assistants are in contact on the channel of your choice—email, text, telephone, or chat.
Our assistants are white-labeled and embedded in your messaging tools. They'll respond to your requests within the hour, giving you easy access to support while you're on the go. Whenever they are not immediately available, your backup assistant will respond and ensure you get the support you need.
The Data You Need, When You Need It
Advisors store contacts in various locations—inboxes, calendars, CRMs, and spreadsheets. This makes it challenging to track connections accurately, network, send emails, and engage in outreach activities.
Your Prialto virtual assistant can consolidate your contacts according to your preferences and priorities. Then, we'll keep your contact management systems consistent and up to date.
Your Research, Covered
Whether prospecting for sales, preparing reports, or generating planning documents and forecasts, our financial advisor 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:
- Competitor and partner research
- Market research and performance
- Portfolio performance
- Client activities
Security and Compliance
At Prialto, our virtual assistants are full-time employees who undergo rigorous background checks. They sign confidentiality and non-disclosure agreements and use Prialto equipment. We are SOC-2 Type 1 compliant and provide ongoing security training. We collaborate with all our financial advisor clients to ensure we meet all compliance and governance requirements.
What Our Members Say
