Trellis Solutions

Outsourced Support for your Firm’s Growth and Flourishing.

What will change?

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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.

Where do you need the support?

  • Custodial Support

    We will handle all Schwab and Altruist forms and paperwork, as well as provide support with model management in iRebal, move money transactions, and other client maintenance needs.

  • Paraplanning

    Initial development and ongoing management of client's plans in RightCapital and eMoney. Including data entry, modeling, and scenario analysis.

  • Client Meeting Support

    We will help with preparing for meetings with prospects and clients. Additionally, we will generate meeting summaries and tasks for post-meeting follow-up.

  • Compliance Management

    Initial setup and ongoing maintenance of your compliance tasks to ensure adherence to the policies and procedures in your compliance manual.

  • Client Communications

    Get assistance with email monitoring, scheduling, newsletter creation and delivery, and blog post creation.

  • Improve Operations

    Refine your client service tiers, define your ideal client persona, or enhance your onboarding experience.

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

$700 per month

*10 hours included

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?

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