Managed Services
What are Managed Services?
Managed Services provides ongoing adoption support and configuration management of your tech stack, incorporating new functionality, implementing user-requested upgrades, and ongoing process improvements.
What is included?
1. Define Your "North Star"
Advisor Digital meets with you to understand your firm’s strategy and goals, then incorporates appropriate best practices to define your firm’s “North Star,” your ideal firm. Following this meeting, we will document your “North Star” and provide it to you for your review and confirmation.
2. Understand Your Current State
We audit your organization, processes, systems, tools, and technology to identify strengths, weaknesses, opportunities, and threats.
3. Define Your Roadmap
Advisor Digital analyzes the gaps between the Current State and your “North Star” and develops a plan of action to close the gaps.
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At the end of this process, we will meet to review your “North Star,” provide our feedback on your Current State, present our recommended Roadmap, and determine next steps.
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We will include a proposal with options to engage Advisor Digital to design, implement, and manage components of your Roadmap, including training and adoption support.
What benefits does it provide?
You will receive a:
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Ongoing adoption support to help your firm get the most out of your processes and tech stack.
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What does it cost?
The fee schedule is based on the number of soliciting financial advisors in your firm:
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$600 per month for the first soliciting advisor
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$100 per month for each additional soliciting advisor