New-account paperwork, ACAT processing, beneficiary updates, performance reporting, and reconciliation, staffed under our entity, working in your custodian portals. Embedded in thirty days.
New-account paperwork takes nine days at the median. ACATs sit for two weeks. Performance reports go out late, with manual reconciliation patches that nobody enjoys writing. The advisor experience compounds the lead-advisor capacity problem one step downstream.
Hiring is the obvious fix and the slowest one. Specialised back-office staff, RIA-experienced, custodian-fluent, are scarce in any market.
Famaash provides credentialed back-office operators embedded in your custodian portals and CRM, working under our entity, measured against task cycle time.
New accounts, ACAT processing, beneficiary and account maintenance, and performance reporting, covered.
Document collection, custodian-form preparation, signature workflows, and funding follow-through. Median open-and-funded under 5 days.
Inbound and outbound ACAT operations, custodian portal navigation, partial-transfer reconciliation, and exception handling.
Beneficiary updates, address changes, RMD processing, and account-titling work that disappears from the advisor calendar.
Quarterly performance reports, reconciliation against custodian feeds, and household-roll-up reporting in your portfolio system.
A four-question audit benchmarked against the Famaash anchor engagement. Numbers in your inbox the same day.