Comprehensive Back Office Support Aids
CFS simplifies your advisor's job by managing the administrative functions for them. Through the combination of our sophisticated online account management platform, dataVISION®, and our experienced team of back office staff, we have the resources necessary to help your advisor be efficient and effective. We provide back office support through the following:
CFS and its advisors have access to the leading research and portfolio management tools, including Morningstar, S & P, and Albridge.
CFS provides your advisor with virtual and in-person training on the latest industry developments, available products, and technology enhancements to help them provide investment recommendations that are appropriate for your situation.
CFS compliance staff help your advisor navigate the increasingly complex regulatory environment. We work closely with your advisor to provide oversight, guidance, and solutions so he or she can run a compliant practice.
CFS is your advisor's marketing team. From newsletter and marketing materials, to complete instructional workshops, we help your advisor provide you with the timely educational resources you desire.
We maintain a ratio of approximately five advisors for each CFS back office staff member so your advisor is fully supported. With CFS, your advisor has more time to spend with you and your investments, while we focus on managing the important back office functions.