What We Offer

• Account Management: We aid with new account setups, ongoing maintenance, and reconciliation. This includes managing client accounts, updating client information, and ensuring accuracy of the client’s portfolio.
  
  
• Compliance and Regulatory Support: We are committed to ensuring that all regulatory requirements and industry standards are met.
  
  
• Data Entry and Processing: Our team at Planners Consulting Group will manage your data entry tasks, including inputting client information, financial transactions, and other relevant data into software systems or databases.
  
  
• Client Communications: At Planners Consulting Group our experienced team will provide support for client onboarding by ensuring all client documents, agreements, and forms are filled out and properly filed to be easily accessible for the financial advisor to provide to the client.
  
  
• Reporting: We regularly verify reports for clients dealing with their portfolio performance, investment holdings, and other relevant financial information
  
  
• Accounting and Bookkeeping: Handling accounting tasks, such as bookkeeping, invoice generation, expense tracking, and financial reporting. Ensuring that financial records are accurate and up-to-date.
  
  
• Technology and Software Support: Planner’s Consulting Group has experience working many with financial advisor platforms, including but not limited to
  • Morningstar Office
  • TRX (Total Rebalancing Expert)
  • ByAllAccounts
  • ProTracker
  • Finfolio
  • Tamarac
  • Advyzon
  • Orion
    
• Custodians
  
  • Schwab
  • Fidelity
  • Pershing
  • DST