1. Creating the Successful, Efficient,
and Compliant Practice
Qualified Resources for Financial Planners
2. 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
Qualified Resources for Financial Planners
3. 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
Qualified Resources for Financial Planners
4. Abakus R&C LLC
Your Partners in Success
www.abakus-group.com
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
Qualified Resources for Financial Planners
5. AdvisorAssist is a management Start Up or Established
consulting firm focused on serving Transitioning Advisors
investment advisory firms. Advisors
Founded in 2006, we deliver client
solutions through an “integrated
approach” that is driven by
expertise in compliance, strategy, • Ongoing
• SEC & State Compliance Support
marketing, operations and Registrations • SEC to State
technology. • RIA Transitions Transition
• Operations & • Mock SEC & State
Our clients are supported by Technology Planning Exam
former practitioners with • Marketing Planning • Social Media
leadership experience as: Chief & Advertising Program Design
Compliance Officer, Chief Review • Compliance
Operating Officer, RIA/Hedge Fund Program Design
• Strategic Planning
Founder, SEC Examiner, Securities
• Business
Attorney. Development
Planning
• Outsourced CCO
• Outsourced COO
Copyright 2011 AdvisorAssist, LLC
Qualified Resources for Financial Planners
6. AdvisorWebsites.com
Premium Websites for Financial Advisors
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.
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
Qualified Resources for Financial Planners
7. 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 Julien@AllBackoffice.com with any questions.
Qualified Resources for Financial Planners
8. Back Office Advisor, LLC
Every 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”.
Qualified Resources for Financial Planners
9. Back Office Solutions, LLC
www.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
Qualified Resources for Financial Planners
10. Ceros Financial Services
Your 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
Qualified Resources for Financial Planners
11. 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 Efficient
Web-Based
Unique supervisory capabilities
Integrates w/MoneyGuidePro™ & Redtail CRM
Includes
8 client specific IPS templates w/questionnaires
Risk Tolerance questionnaire
Ability to build an unlimited # of asset allocation models
Qualified Resources for Financial Planners
12. 1-888-674-5560 www.MyVirtualCOO.com
Qualified Resources for Financial Planners
13. 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 ®
Qualified Resources for Financial Planners
14. Precursor Research LLC
www.PrecursorResearch.com
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.
Qualified Resources for Financial Planners
16. 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.
Qualified Resources for Financial Planners