Trellis Solutions

Outsourced Support for your Firm’s Growth and Flourishing.

Running an RIA demands expertise, strategic execution, and time—resources many advisors lack. With Trellis Solutions, you gain a partner that builds and executes effective processes, allowing you to focus on your clients and grow your firm without the stress of operational details.

How We Help:

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    Increased Capacity

    Free up your mind and your schedule to focus on what you enjoy doing the most.

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    Scaleable Growth

    Don't allow yourself to become too overwhelmed to take on a new client.

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    Better Client Experience

    Continuously remind your clients of the value you provide with excellent service and refined deliverables.

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    Improved Operations

    Make sure your workflows and operating procedures are in alignment with your vision.

Let's Meet

Comprehensive Support for Your RIA

  • We handle account openings, transfers, and other administrative tasks with Schwab and Altruist. Will follow up on any potential NIGOs or issues that clients may experience.

  • I create detailed financial plans that meet client goals and keep them accurate for meetings. I also handle data entry and model different financial scenarios to support decision-making. I use RightCapital and eMoney platforms to simplify planning and improve client interaction, making sure financial strategies are clear and understood.

  • We will assist you in organizing your client meetings efficiently, ensuring that you stick to your established service model and follow up with your clients on time, enhancing your overall client experience and satisfaction.

  • We assist firms in effectively utilizing Smartria for streamlined compliance management, ensuring that they remain in full regulatory adherence, minimizing various risks, and preparing comprehensively for audits, ultimately allowing you to concentrate more on serving your clients and enhancing their overall experience.

  • We manage your email, consistently follow up on important communications, and perform thorough inbox monitoring. This efficient handling of your correspondence allows you to fully enjoy and savor your time away from the office, free from reminders of pending tasks and notifications.

Service Offerings

Delegate It All

$4400 per month

*80 hours included

Designed for an advisor looking to extensively outsource and concentrate on revenue-generating tasks, crucial aspects of the business, or unwind as needed.

Scale to Grow

$3000 per month

*50 hours included

You no longer want to be bogged down by mundane and routine tasks. Instead, you want to focus on expansion. This growth may involve adding new clients or expanding your team by hiring employees and/or additional advisors.

Extra Help

$2000 per month

*30 hours included

Free up your schedule by avoiding paperwork and client service work, allowing you more time to take on new clients, attend all of your children's school events, or simply avoid tasks you don't enjoy.

Just In Case

$70 per hour

Having extra eyes on your support email inbox will reassure your clients and give you more freedom. Never do paperwork again.

Ready to Recapture Your Time?

Imagine running your RIA confidently, knowing compliance is handled, workflows are optimized, and your firm is positioned for sustainable growth. With Trellis Solutions, you’ll have the support you need to build a thriving advisory business.

Partner with us to gain more freedom and flexibility in your schedule without compromising your standards of excellence.