As one of the leading Super OSJs of Securities America, Evolution Financial Advisors (EFA) has created a service that our independent financial professional partners rely on to help them streamline and grow their businesses. We call it EFAssist.
This service is specifically designed to empower independent financial professionals like you. In a world where time is of the essence, we understand the myriad of tasks that often compete for your attention, creating a clutter that can detract from your main goal – serving your clients and expanding your business.
Through EFAssist, we help you cut through the clutter by taking on the most time-consuming back office tasks. Our professional team, armed with industry-specific expertise, state-of-the-art tools, and an in-depth understanding of your needs, handles everything from administration, paperwork processing, and much more. We aim to provide you with an environment that allows growth, client relationship building, and financial advisory at its best.
EFAssist is an innovative platform designed to provide end-to-end support to independent financial professionals in various aspects of their operations.
- Paperwork Preparation:
EFAssist’s workflow tools streamline the process of paperwork preparation. Creating customizable templates for common forms and documentation eliminates the time-consuming task of drafting each document individually. EFAssist can help generate various financial documents, including reports, statements, and ensuring they are accurate, compliant, and professionally presented.
- Business Processing:
With its powerful business processing tools, EFAssist can oversee the scheduling of various tasks that you need assistance with. We can manage multiple tasks like provide reminders for pending tasks, ensuring that crucial client engagements and business processes are followed up promptly.
- Blotter Submissions:
Blotter submissions, including correspondence, consolidated statements, etc., are integral to your responsibilities. EFAssist can assist by providing an organized platform to track, manage, and submit these crucial documents. Its secure, centralized data management system ensures that all information is stored safely and easily retrieved. This simplifies audit trails and ensures regulatory compliance.
- Marketing & Advertising Submission:
Marketing and advertising are crucial for expanding your clientele. EFAssist’s marketing tools can help professionals design, manage, and track marketing and advertising campaigns. Our service can also assist with the submission process to ensure the marketing materials meet regulatory requirements. Our data analytics capability can further provide insights into the effectiveness of these campaigns, helping you fine-tune your marketing strategies.
- Client Record Updates and Maintenance:
Managing your client’s data can be a complex task. EFAssist simplifies this process with our robust client relationship management (CRM) capabilities. EFAssist helps maintain updated client records, store essential client data securely, and ensure quick retrieval when needed. We can assist you with setting up an automated calendar that will provide you with prompts for scheduled reviews to ensure that all client data is kept current and accurate.
We also offer an expanded level of service we call EFA Concierge Services that includes:
- Account Reviews:
With EFAssist Concierge Services, we can conduct comprehensive account reviews on your behalf. We consolidate financial data and present it in a clear, easy-to-understand format, enabling you and your team to assess your clients’ account status and performance quickly. It facilitates identifying investment opportunities and risks, making strategizing for clients’ future financial health easier.
- Meeting Preparation:
Preparation is key to successful client meetings. EFAssist Concierge Services can assist with creating personalized client presentations, compiling relevant reports, and providing data analysis. This service allows ample time to arrive at your meetings well-prepared, with all the necessary information to effectively address your client’s concerns.
Here are some of the benefits that financial professionals using the EFAssist service have experienced:
- EFAssist is staffed by full-time, HR-compliant Errors and Omissions (E&O) insured professionals. We do the heavy lifting for you.
- EFAssist offers customizable programs to fit different needs. You can tailor the service to your requirements, allowing flexibility and a more efficient workflow.
- No training is required for you or your team. The EFAssist team will handle everything for you.
- If you need short-term assistance, the EFAssist service can help fill in gaps during sudden work overflow, office absence, or vacation periods.
- Our EFAssist service is available anytime and with a flexible time commitment. This means that you can get the assistance you need when you need it without being tied to strict schedules or time commitments.
- By outsourcing certain tasks to EFAssist, you can significantly reduce your office expenses. This can include hiring full-time staff, office space, utilities, equipment, and other associated expenses.
- EFAssist offers professionals diverse skills that can be tailored to fit the needs of independent financial professionals. This allows many tasks and projects to be handled efficiently and effectively.
Let EFAssist be your behind-the-scenes powerhouse, enabling you to concentrate on your clients while we manage the rest. Start your journey to greater efficiency and productivity today. Welcome to a world where your time is valued, your clients are prioritized, and your business flourishes. Welcome to EFAssist.