Financial Outsourcing Services
Financial Services Outsourcing Solutions Inc. (FSOS) specializes in Comprehensive Client Relationship Management. We allow you to concentrate on gathering assets while maintaining and strengthening relationships with your current clients. Outsourcing the back office and client administration helps to reduce a business’s overhead cost since they no longer need to employ a person to do those jobs, but rather hire an outside company at a much more reasonable rate. In addition, outsourcing the back-office and client administration services allows a business to maximize the expertise it takes to keep customers happy. Services include but are not limited to:
Client Account Administration & Customer Service
As you bring on new clients, FSOS gathers the information needed to open the appropriate accounts and transfer their assets to your practice. Then, we are able to provide ongoing customer service, which allows your clients to contact us directly for their administrative needs and allows you to do what you do best.
Client Database Setup and Management
At FSOS, we work with several different databases, including Redtail, Junxure, Salesforce, Morningstar and Wealthbox, to manager your client databases. We can help you from the initial setup to regular maintenance. All of our activities are logged in your database, so there is a compliance record of everything we’ve done.
Assistance with Performance Reporting & Billing
We work with several different platforms, including Portfolio Center, Assetbook, Morningstar, Orion and Black Diamond, to prepare and send client reporting. Through these platforms, we prepare, send out, and process billing uploads to your custodians.
FSOS can support you with trading in your client accounts. You simply assign us a trade task in your database or send us an email with all the trading details and we'll execure those trades at the custodian.
Holiday & Special Occasion Mailings
As an additional service, we are happy to prepare and mail cards, postcards, and other marketing materials as desired for birthdays, holidays, and other special occasions. Many of our clients send us cards already signed so that they are personalized, especially birthday cards.
Special Interest Mailing Campaigns
As an additional service, FSOS can prepare and send bulk letters or emails as needed for announcements, invitations, and more.
While the above services are the core of our offerings, don’t hesitate to contact us to discuss other service needs you may have. We're happy to serve our clients in any way that makes sense to outsource.
"Deciding to work with FSOS in 2009 was one of the best business decisions I’ve made. Stephanie and her staff are courteous, accurate, and efficient. The combined experience within FSOS is something that we could never find in an employee and the flexibility to access them on an “as needed” basis makes the arrangement incredibly economical. Perfect for the boutique advisory service." – Dave Pattie, Horizon Capital Management