Integrity. Upfront communication. Consistent, reliable support.
Grow your business. Let us do the other stuff.
Are you spending too much time focusing on administrative, arduous and time-consuming tasks you don’t enjoy? Partnering with VOS can afford you the freedom you desire to work on your business instead of in your business.
A curated approach
We start with our extensive list of best practices. Then we seamlessly integrate them into your practice as it currently exists, making it better in whatever ways you choose. We’ll collaborate with you on the latest technology and help generate new, outside the norm ideas to grow your business and increase revenues.
A trusted partner since 2013.
Founded by Jan DeProspero in 2013, Virtual Outsource Solutions was designed to both streamline RIA administration while also providing a better work-life balance. After working in the financial advisory space for nearly a decade, Jan harnessed her deeply rooted entrepreneurial spirit and started her own business. Jan and her trusted Director of Operations, Heather Rivera, have grown VOS exponentially and continue to expand VOS’s team of Client Service Specialists along with its service offerings.
“We were open to improve our practices around processes and technologies. From their decades of service experience across multiple RIAs, Team VOS shared the most value-added best practices that apply to our business. This results in a continuous improvement mindset, helping us streamline processes and use better technologies in more effective ways, ultimately resulting in lower costs and freed time for business development.”
— D.G., CFA, CFP, MBA, SEC-registered RIA with several hundred million AUM
Our Service Levels
Level 1
Standard
Includes general administrative functions: preparing and processing paperwork, overseeing client onboarding, scheduling appointments, processing RMDs and more!
$70/hr | Get started
Level 2
Premium
For tasks that require additional skills: writing workflows, creating Excel dashboards, and documenting best practices and standard operating procedures.
$80/hr | Get started
Level 3P
Paraplanning
Level 3M
Marketing
Starting with gathering the necessary information, data entry into financial planning software, preparing financial plans for presentations; also assistance in investment management operations including performing research, running reports, cost basis research, and administration of investment portfolios.
$90/hr | Get started
Starting with gathering the necessary information to determine your marketing needs, we collaborate to help you brand your business, update your website, set up email marketing campaigns, enhance your SEO, write and/or edit newsletters, blogs, brochures, and more.
$90/hr | Get started
For more details about our Service Levels
please visit What We Do.