Service Package Price
For SOS

SOS Essentials

Client Servicing
Seamless client management and operational support to keep your business running smoothly.

Includes:

  • Investment Operations.
  • Scheduling and appointment management.
  • Custodian documents preparation and processing.
  • Administrative support.
  • CRM data entry and workflow automation.
  • Ongoing client relationship management.

Who It’s For:

Financial advisors looking to offload administrative tasks and ensure a seamless client experience.

Available Contracts:

  • 3-Months
  • 6-Months
  • 12-Months

SOS Grow

Client Onboarding
Effortless onboarding to enhance client experience and boost business efficiency.

Includes:

  • New client setup and documentation handling.
  • CRM data entry and workflow automation.
  • Welcome emails and onboarding communication.
  • Follow-up reminders and engagement tracking.

Who It’s For:

Businesses looking to improve and streamline their client onboarding process for a smooth and professional first impression.

Available Contracts:

  • 3-Months
  • 6-Months
  • 12-Months

SOS Market

Marketing
Attract, engage, and retain clients with professional marketing support tailored for financial advisors and mortgage brokers.

Includes:

  • Email marketing campaigns and automation.
  • Lead generation strategy support.

Who It’s For:

Financial professionals who want to enhance their online presence, attract new clients, and build brand credibility.

Available Contracts:

  • 3-Months
  • 6-Months
  • 12-Months

SOS Plan

Paraplanner Services
Seamless client management and operational support to keep your business running smoothly.

Includes:

  • Financial data collection and organization
  • Meeting preparation and report generation
  • Investment research and scenario analysis.
  • Portfolio review summaries

Who It’s For:

Financial advisors who need professional paraplanner support to enhance client meetings and provide well-researched recommendations.

Available Contracts:

  • 3-Months
  • 6-Months
  • 12-Months

Pricing:

  • Starting at $50/hour
  • Minimum 20-hour package per month