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Our Services

Financial Services Outsourcing Solutions Inc. (FSOS) specializes in Comprehensive Client Relationship Management. We allow you to concentrate on gathering assets while maintaining and strengthening relationships with your current clients. Outsourcing the back office and client administration helps to reduce a business’s overhead cost since they no longer need to employ a person to do those jobs, but rather hire an outside company at a much more reasonable rate. In addition, outsourcing the back-office and client administration services allows a business to maximize the expertise it takes to keep customers happy. Services include but are not limited to:

Client Account Administration

As you bring on new clients, FSOS gathers the information needed to open the appropriate accounts and transfer their assets to your practice.

Client Database Setup
& Management​

At FSOS, we work with several different databases, including Redtail, Junxure, Salesforce, Morningstar, Advyzon and Wealthbox, to manager your client databases. We can help you from the initial setup to regular maintenance. All of our activities are logged in your database, so there is a compliance record of everything we’ve done.

Ongoing Customer Service​

We provide ongoing customer service, which allows either you the advisor to direct us, or your client to contact us direct for their administrative needs once their accounts are open.

Assistance With Performance Reporting & Billing​​

We work with several different platforms, including Portfolio Center, Assetbook, Morningstar, Orion, Tamarac, Advyzon and Black Diamond, to prepare and send client reporting. Through these platforms, we prepare, send out, and process billing uploads to your custodians.

Custodian
Interface

We act as an interface between you and your custodian to complete client paperwork and requests as needed.

Holiday & Special Occasion Mailings​

As an additional service, we are happy to prepare and mail cards, postcards, and other marketing materials as desired for birthdays, holidays, and other special occasions. Many of our clients send us cards already signed so that they are personalized, especially birthday cards.

While the above services are the core of our offerings, don’t hesitate to contact us to discuss other service needs you may have. We’re happy to serve our clients in any way that makes sense to outsource.