Give every client meeting the prep it deserves.
Dedicated assistants who prepare review packets, track paperwork, keep your CRM clean and run advisor calendars — administrative support that never crosses into advice.
Advisors sell trust. Admin erodes the time to build it.
An advisory practice runs on recurring client reviews, and each review generates prep and follow-up: pulling reports, updating the CRM, preparing an agenda, chasing a signature on a beneficiary change, logging notes. Multiply that by a few hundred households and the advisor's calendar fills with paperwork rather than conversations.
An ExecWing assistant handles the operational layer. They schedule reviews, assemble meeting packets from your reporting tools, track account-opening and transfer paperwork, maintain the CRM and prepare follow-up emails for advisor approval.
Regulated firms need disciplined boundaries. Our assistants do not provide investment advice, recommend securities or execute trades. Your compliance team defines what they can access, and communications they send follow your approved templates and recordkeeping process.
Tasks your assistant owns
Client reviews
- Schedule annual and quarterly reviews
- Assemble meeting packets from your reporting tools
- Draft agendas and follow-up notes for approval
- Log action items and track completion
Paperwork & service
- Track account openings and transfers
- Prepare forms from custodian templates
- Chase signatures through approved e-sign tools
- Maintain document files and naming conventions
Practice operations
- CRM hygiene in Redtail, Wealthbox or Salesforce
- Client event logistics
- Marketing calendar support with compliance review
- Billing reconciliation support
Tools
Your assistant works in your accounts, under your access policies.
Roles that fit
- Client service associate (administrative)
- Executive assistant to a lead advisor
- Operations and paperwork coordinator
- Marketing assistant working under compliance review
Compliance notes
No investment advice, recommendations or trading. Assistants perform administrative work under your supervisory procedures.
Client communications follow your approved templates and books-and-records process. Your CCO determines archiving and review requirements under applicable SEC or state rules.
Client data access is limited to what your compliance team approves; assistants work only in your systems with MFA.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Scheduling and CRM hygiene for an advisor. |
| Growth | $2,300/mo | Adds review prep and paperwork tracking. |
| Executive | $2,700/mo | Senior assistant for a founding partner. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical Wealth Management & RIAs engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in Redtail, Wealthbox, Salesforce Financial Services Cloud and shadows the current process for client reviews. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of schedule annual and quarterly reviews and assemble meeting packets from your reporting tools, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add paperwork & service work such as track account openings and transfers. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Practice operations joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Wealth Management & RIAs: common questions
Can the assistant talk to clients about their portfolio?
No. They handle scheduling and paperwork logistics. Questions about investments go to licensed staff.
Will emails be archived?
Assistants use your firm's systems, so your existing archiving applies. Your CCO sets the rules.
Which CRMs do you support?
Redtail, Wealthbox, Salesforce and others your firm uses.
Is there a long contract?
No. Plans are month-to-month with 30-day cancellation.
Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.