Operational Support for Advisory Practices

Operational Support

Dedicated to YOUR Success

True independence includes freedom from the burden of hiring and managing operations staff. Freedom Advisors systematizes and automates many functions and streamlines the entire process, making it easy to do business. We also provide experienced, expert, service-minded operations staff who get to know your practice and always answer the phone.

At Freedom Advisors, we provide every advisor with the support they need to optimize the time they spend helping investors.

Freedom Advisors service professionals handle your operational needs from account opening, funding and transfers, portfolio construction, account maintenance, and much more.

Optimizing Your Practice

Helping you manage and grow your practice is a top priority for us. We provide proven tools and resources to help you manage every aspect of your business.

Robust Integrated Service Center

Easily accessible across the platform, our service center makes it easy to do business, submitting instructions, tracking progress, making changes, entering notes, and communicating with your Freedom Advisors team.

Service Request

Fast, Personalized Service

We’re proud to deliver our high-touch service to assist with all your business needs:

  • Dedicated, professional team trained to provide efficient service
  • Fast, accurate processing
  • Direct, responsive communication via online chat, phone, or email
  • Develop a relationship that’s adaptable, friendly, and reliable

Senior, Knowledgeable Staff

Personal assistance and guidance from seasoned financial services experts. Our Advisor Service Representatives and Relationship Managers:

  • Have a combined 40+ years of hands-on experience to provide superior customer service and satisfaction
  • Expertly handle administrative and back-office tasks
  • Know processes and requirements inside and out
  • Proactively go to bat for you to appropriately address and expedite urgent cases and monitor response from start to finish

Easy to Work With and Eager to Assist

Our team can arm you with information and talking points. They help you:

  • Confidently respond to client questions about their accounts, paperwork processing, exceptions, and more
  • Be prepared and comfortable handling any queries regarding complicated items, changes with money managers, or other operational issues
  • Be the first to receive all communications before they are made public

Schedule a demo and introductory call with us.