Cataylist Assist
Limited offeringUp to 4 Assists
Mix and Match Any Tasks We DoUp to 8 Assists
Mix and Match Any Tasks We DoAll In Assists
Mix and Match Any Tasks We DoYour Compliance
SmartRIA Tasks
Annual ADV Updates
Compliance Log Creation & Maintenance
IPS Preparation
Your Marketing
Monthly Newsletter Management
Vlog and YouTube Management
Client Facing Document Refresh
Website Update
Social Media Management
SEO Optimization
Email Drip Campaign Creation
Lead Magnet Creation
Social Media Account Setup
Your Service Model
Client Service Calendar Creation
Implement CRM Workflows
Systematize Client Meetings
Meeting Prep
Meeting Notes & Follow Up
Client Onboarding
Best Practice Recommendations & Implementation
Pricing and Fee Structure Consultation
Surge Preparation & Support
Calendly Management
Your Client Needs
lient Communications Calendar
Communication Templates
Manage Client Data
CRM Clean Up
Client Celebrations Calendar
Client Gift Management
Quarterly Performance Reports
Billings and Invoice Management
Your Custodial Needs
Best Practice Recommendation and Implementation
Roth Conversion
Rollover Disclosure Form
New Account Openings
Meeting Notes & Follow Up
QCDs
Beneficiary Change
RMDs
NIGO Management
Your Business & Back Office Support
Your Business & Back Office Support
General Human Resource Support (Employee Handbook, Job Descriptions, Measurables, etc)
KPI Identification and Dashboard Creation
Develop Organizational Chart
Build SOPs
Create Knowledge Banks and Training Materials
CE Credit Management
Quarterly Project Management
90 Day Goal Strategization
Profit and Loss Data Analysis
Your Tech Stack, IT, and Process
Manage Cybersecurity Plan
Direct Integration Automations
System Optimization
Cross System Integration
Workflow Creations
Scheduling System Management (Calendly, ect.)
File Management
Vault Management
Financial Planning System Optimization and Data Entry
Cost Benefit Analysis for System Options