All engagements operate under a strict NDA and confidentiality agreement. We work exclusively within your existing platforms — your CRM, your planning software, your custodian portals — so you retain full control of all client data at all times. We never store client information in third-party systems outside of your approved tech stack.

Most virtual assistants are generalists who need significant training on financial industry workflows, compliance requirements, and custodian platforms. Trellis team members come with direct RIA experience — we know what a NIGO is, how Smartria works, and what your CCO is looking for before an exam. That means less time onboarding us and more time getting actual work done.

If you're regularly working evenings or weekends to keep up with paperwork, turning down new clients because you're at capacity, or spending more than 2–3 hours a week on tasks that don't require your expertise — you're ready. Most advisors who work with Trellis wish they had started sooner.

That's entirely your call. We work behind the scenes within your systems and under your firm's name. Many advisors choose not to disclose it — there's no requirement to — while others introduce us as part of their operations team. We follow your lead.

All retainer plans are month to month with 30 days' notice to cancel. There are no long-term contracts or cancellation fees. We'd rather earn your continued business than lock you in.

Schedule a free 30-minute consultation. We'll talk through your firm's biggest operational pain points, walk you through our process, and recommend the plan that fits best. If we're not the right fit, we'll tell you honestly.