We sweat the details so financial advisors can take care of their clients...

LET'S WORK TOGETHER!

...and grow their business.

Operations Partner provides financial advisors with reliable operations and administrative support services to help them focus on providing excellent client service and growing their business. We provide back-end operational support, such as client account maintenance, trade processing, and reporting. We also offer administrative support services, including scheduling, document processing, and data entry. With Operations Partner, financial advisors can trust that their operations and administrative needs are taken care of, allowing them to spend more time on their core business functions.

Here's how we can help.

(Click the arrow next to each subject for details)

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  • Onboarding Advisors to New Firms

    We simplify the onboarding process, ensuring a smooth transition for incoming advisors, so they can settle in quickly and hit the ground running.

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  • Transitioning Advisors' Book of Business

    We handle the complexities of transitioning business, while working to minimize disruptions, and at the same time, maximizie efficiency.

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  • Onboarding Advisors' New Clients

    We facilitate a seamless onboarding experience for both you and your clients, establishing a strong foundation for a long-lasting relationship.

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  • Managing Advisors' Current Clients

    We provide personalized support to help you maintain and strengthen your relationships with existing clients.

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  • White Glove Service for Clients

    We deliver exceptional service to your clients, ensuring each one receives personalized attention and a high level of care.

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  • Monthly/Quarterly Billing

    We take care of your firm's billing processes, ensuring financial stability and allowing you to focus on your core advisory responsibilities.

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  • Assist Advisors Starting Their Own RIA

    We guide you through the process of starting your own Registered Investment Advisor (RIA) firm, connecting you with trusted vendors and helping you navigate state regulations.

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  • Account Management Using Major Platforms

    We're skilled in the use of the following services to help manage accounts and communicate with your clients and prospects:


    • Orion
    • Black Diamond
    • RedTail
    • Constant Contact
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  • Experience with Major Custodians

    We have deep experience in working with the following custodians:


    • Fidelity
    • Schwab
    • TD Ameritrade
    • Goldman Sachs
    • Community National Bank
    • Kingdom Trust 

    Also, we can quickly learn the processes and protocols to work with other custodians not listed above.


image of Amanda Nguyen, Owner of Operations Partner

About us

A note to financial advisors and wealth managers

Thanks for stopping by our website!  Operations Partner is committed to providing top-quality operations and administrative assistance to help financial advisors build successful practices that prioritize customer relationships. I know from my experience that the best client relationships are built on sound communication and deep knowledge of what's most important to your clients and their families. That's why we work together with you and your team to help you take your time back--time that is better spent getting to know and serve the most important people to your business, your clients. So how can we help you?  Let me know below, and thanks again!

Ready to Learn More? Get in Touch!

To speak with us sooner, call us!


949-424-9280