Client Care

Our Advisor Back Office Support Surpasses Others

 

How much time are you spending with your clients? Do you find yourself doing more administrative tasks than actually growing your business? Our Client Care team understands and can help you refocus on what matters most in your practice.

Financial Advocates is a leading provider of outsourced advisor back-office support. With a professional, experienced, and SEC/FINRA compliant virtual back-office team, your workflow, processing, and document management are sure to be in good order. By utilizing our experienced back-office team, you can save time and be more efficient.

What You Can Expect From Our Client Care Team

 

PROFESSIONAL, TRAINED STAFF

No need to hire and train staff, we’ve done it for you. Plus, there is no need to pay for extra office space, equipment, salaries, benefits, etc.

COMPLIANT SYSTEMS AND WORKFLOW

We utilize leading SEC/FINRA approved technology to process work efficiently.

INFLUENTIAL RELATIONSHIPS

We have established strong connections with LPL Financial home office for quick collaboration when needed.

REDUCE ITEMS NOT IN GOOD ORDER

Our technology alerts us to potential items so we can identify and resolve them quickly.