Everything you can hand off to Trellis
At Trellis Solutions, we know your time is best spent building client relationships and growing your firm, not buried in admin work or compliance tasks.
Below is everything we can take off your plate. Most solo advisors are surprised by how much of their week is spent on tasks that don't require their expertise, and relieved to find out how quickly we can take them over.
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Client Service & Relationship Management
Calendar & Scheduling – Book meetings, confirm appointments and manage your calendar.
Client Onboarding – Gather paperwork, set up client portals, and ensure a smooth experience.
Client Check-Ins – Send follow-ups, birthday messages, and touchpoints to strengthen relationships.
Meeting Prep & Follow-Ups – Compile financial reports and ensure action items are completed.
CRM & Data Management – Keep client records updated and organized for seamless service.
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Financial Planning & Investment Support
Financial Plan Preparation – Input data, run scenarios, and draft initial plans.
Investment Research – Gather fund, stock, and market data for advisor review.
Portfolio Rebalancing Proposals – Prep recommendations to maintain alignment with client goals.
Cash Flow & Budget Analysis – Organize financial data to assist in budgeting and planning.
Retirement Projections & Scenario Planning – Build models to visualize different retirement outcomes.
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Compliance Support
ADV Filings & Compliance Documents – Assist in data collection for regulatory filings.
Client File Organization – Maintain records to meet compliance standards.
Annual Compliance Reviews – Organize materials for audits and compliance meetings.
Prep for State or SEC Exams- Ensure files and requested documents are organized and readily available
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Operations & Administrative Support
Document & Workflow Management – Digitize, organize, and track necessary paperwork.
Billing & Invoicing Support – Verify statements, track payments, and follow up as needed.
Vendor & Custodian Liaison – Manage communication with custodians and service providers.
Technology & Software Support – Maintain CRM, financial planning, and reporting tools.
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Marketing & Business Development
Content Creation & Blog Writing – Write client-focused articles, newsletters, and updates.
Social Media Management – Post, engage, and track performance.
Webinars & Event Planning – Coordinate client and prospect events.
Lead Tracking & Nurturing – Manage prospect lists and follow-up sequences.
SEO & Website Updates – Optimize your online presence for visibility and engagement.
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Technology & Automation Support
CRM Automation & Optimization – Set up workflows to streamline tasks.
Email & Drip Campaigns – Automate client communications for consistent engagement.
Data Aggregation & Reporting – Compile key insights for better decision-making.