Stop Letting Paperwork Pull Advisors Out of Revenue Work

Yes. Your Financial Services Virtual Assistant works only with your firm during scheduled hours. They learn your custodians, onboarding process, documentation standards, and CRM structure so service work doesn’t restart or stall mid-transfer. This assistant works as a virtual assistant for financial advisors, handling all tasks without interruption.

You choose the schedule. Coverage aligns with your firm’s operating hours and service volume. Hours can increase during onboarding waves, transfer spikes, or distribution periods and scale back when volume stabilizes. Wing offers both full-time and part-time virtual assistant services.

Yes. Whether you're in need of a wealth management assistant or other specialized help, the assistant is available worldwide.

You can collaborate with your assistant from anywhere using the Wing app, Slack, email, or phone while maintaining structured access to your custodial and CRM systems.

Within scheduled hours, you can assign as many service and operations tasks as needed, including account openings, ACATS tracking, money movement processing, CRM updates, and meeting preparation. There are no per-task limits. Your assistant can even act as a virtual bookkeeper and manage outsource bookkeeping duties, as long as they align with your workflow.

Extended and 24/7 coverage is available if your firm requires it. You can expand hours during time-sensitive transfers or urgent distributions with Wing as your financial planning assistant without hiring additional internal staff.