Delegate with Confidence: Elevate Your Advisory Practice

At Trellis Solutions, we know your time is best spent building relationships, delivering financial guidance, and growing your firm—not buried in admin work or compliance tasks. That’s where we come in.

You didn’t become a financial advisor to drown in admin work. Let us handle the repeatable, time-consuming tasks, so you can focus on strategic growth and client impact.

What You Can Delegate

  • Client Service & Relationship Management

    Calendar & Scheduling – Book meetings, confirm appointments and manage your calendar.

    Client Onboarding – Gather paperwork, set up client portals, and ensure a smooth experience.

    Client Check-Ins – Send follow-ups, birthday messages, and touchpoints to strengthen relationships.

    Meeting Prep & Follow-Ups – Compile financial reports and ensure action items are completed.

    CRM & Data Management – Keep client records updated and organized for seamless service.

  • Financial Planning & Investment Support

    Financial Plan Preparation – Input data, run scenarios, and draft initial plans.

    Investment Research – Gather fund, stock, and market data for advisor review.

    Portfolio Rebalancing Proposals – Prep recommendations to maintain alignment with client goals.

    Cash Flow & Budget Analysis – Organize financial data to assist in budgeting and planning.

    Retirement Projections & Scenario Planning – Build models to visualize different retirement outcomes.

  • Compliance & Regulatory Support

    ADV Filings & Compliance Documents – Assist in data collection for regulatory filings.

    Client File Organization – Maintain records to meet compliance standards.

    Annual Compliance Reviews – Organize materials for audits and compliance meetings.

    Prep for State or SEC Exams- Ensure files and requested documents are organized and readily available

  • Operations & Administrative Support

    Document & Workflow Management – Digitize, organize, and track necessary paperwork.

    Billing & Invoicing Support – Verify statements, track payments, and follow up as needed.

    Vendor & Custodian Liaison – Manage communication with custodians and service providers.

    Technology & Software Support – Maintain CRM, financial planning, and reporting tools.

  • Marketing & Business Development

    Content Creation & Blog Writing – Write client-focused articles, newsletters, and updates.

    Social Media Management – Post, engage, and track performance.

    Webinars & Event Planning – Coordinate client and prospect events.

    Lead Tracking & Nurturing – Manage prospect lists and follow-up sequences.

    SEO & Website Updates – Optimize your online presence for visibility and engagement.

  • Technology & Automation Support

    CRM Automation & Optimization – Set up workflows to streamline tasks.

    Email & Drip Campaigns – Automate client communications for consistent engagement.

    Data Aggregation & Reporting – Compile key insights for better decision-making.