Back Office

Operational excellence without the administrative drag.

We handle your practice’s critical administrative workflows so you can focus on client relationships and strategy.

Account opening, document prep, and digital onboarding
Advisory fee billing and invoicing
Performance reporting for clients and advisors
Custodial integration with Schwab and Axos
Secure data aggregation and client portal setup
Seamless advisor transitions and repapering support

Compliance/Forms

Compliance Documents

Donor Advisor Fun -Fact Finder

Investor Profile

IRA Rollover Disclosure Statement

Paperwork Request

Portfolio Change Form

Rollover Addendum

Schedule A

Structure Notes Form

Unmanaged Asset Order Request

Unmanaged Assets Form

Wealth Overview