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Tag: Tax Deadlines

Financial Planning

  • Customized financial plans
  • Enhancement and review of ongoing wealth strategies
  • eMoney implementation and ongoing support
  • Certified expert consultation when preparing for or during a client meeting
  • A La Carte or subscription plans to accommodate your preferences
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Advisor Engagement

  • Initial and ongoing book analysis and model mapping
  • Vicus View (weekly market update)
  • Vicus EDGE (monthly business enhancement ideas)
  • Semi-annual roadshows (in-person and livestream)
  • Case planning, design and meeting preparation
  • Proposal requests and delivery
  • Qualified retirement plan services
  • In-depth product education and support for advisors and staff
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Business Development

  • Business coaching
  • Practice valuation and purchase negotiations
  • Hiring assistance (job description writing, job posting, resume review, and candidate assessments)
  • Liaison for new advisor offices with Vicus Capital corporate office
  • Advisor and support staff onboarding
  • Initial product, platform and services education
  • Client account re-papering assistance (remotely or on-site)
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IT & Cybersecurity

  • Cybersecurity solutions
  • Business continuity systems
  • Digital/Virtual solutions
  • Paperless office
  • Cloud Storage
  • Archiving
  • Compliance integrations
  • CRM support
  • Email support
  • Account management and secure messaging
  • Spam/suspicious messages and hacking triage and support
  • Vendor or product review and due diligence
  • Networking infrastructure
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Investment Management & Research

  • Broad array of investment platforms:
  • Custom solutions division (including SMAs)
  • Managed solutions division (strategic, tactical and hybrid options)
  • Retirement Plan Services: 3(21) and 3(38) Fiduciary Services
  • Open architecture, advisor as PM structure
  • Investment research and due diligence
  • Model construction and trading
  • Custom proposals and asset allocations
  • Quarterly and ad-hoc market commentary
  • Vicus PM conference calls with end clients upon advisor’s request
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