Financial advisory firms
RIA Back-Office Support, Without Another Hire
The account paperwork, the meeting prep, the CRM hygiene and the service requests that fill an advisor's week — run by a dedicated team who learn your custodian, your process and your clients, at a fraction of a US operations hire.
Why this is hard
The part nobody budgets for.
Advisory firms rarely lose because the advice is wrong. They lose because the advisor is doing the operations: assembling the review packet the night before, re-submitting the form the custodian rejected, chasing a signature, updating a CRM nobody trusts any more. Hiring a full-time client service associate fixes it and costs eighty thousand dollars a year with benefits; leaving it undone quietly caps how many households an advisor can hold.
What you get
RIA back-office support, in full.
Review packets built before you need them
Performance, cash positions, beneficiary gaps and open service items assembled into the packet ahead of every review, so the advisor walks in reading rather than building.
Account paperwork that clears the first time
New accounts, transfers and maintenance forms checked against the fields custodians reject on, submitted, then tracked until they are actually in good order.
Service requests handled to resolution
Distributions, address changes, statement requests and the routine client questions that interrupt an advisor's day, handled end to end and escalated only when they need judgment.
A CRM the firm can trust again
Notes filed, tasks closed, data cleaned and next actions set after every meeting, so the pipeline reflects reality instead of what somebody remembered to type.
Covered from day one
- Meeting preparation and review packets
- New account opening and transfer paperwork
- Custodian follow-up until a form is in good order
- Required distribution and contribution deadline tracking
- Routine client service requests
- CRM data hygiene, notes and task management
- Quarterly reporting support
- Compliance file and document organization
Automated, then staffed
The routine half runs itself. The rest is a person.
The report pulls, the reminder chains, the deadline tracking and the data moving between your CRM, custodian and reporting tools are automated, so the team is spent on judgment and client contact rather than on assembling. Nothing that touches an account instruction is ever automated without a named person approving it.
What this costs
Put a number on it.
The staffing side, priced against what the same role costs you in the US, with every assumption disclosed on the page.
What this could save you on RIA back-office support
Move the numbers to match the role you're costing. The totals below update as you type — no email needed.
US cost, all-in
$72,655/yr
GH cost, all-in
$20,800/yr
Annual saving
$51,855
71.4% lower than staying in-house
Full itemised breakdown
See the six line items that make up the US-side total — payroll tax, benefits, paid leave, equipment, and recruiting — for the numbers above.
No sales call. We'll just send the same breakdown to your inbox.
Every assumption this rests on
These are conservative public US averages — employer payroll tax, benefits load, paid leave, and the rest — not GH Business Solutions' own measured figures. Every number above is either something you entered or something listed here: nothing is hidden, and nothing is rounded in our favor. It is disclosed in full so you can check the arithmetic yourself rather than take our word for it.
| Assumption | Value |
|---|---|
| Employer payroll tax | 9.15% (FICA 7.65%, plus federal and state unemployment) |
| Benefits load | 25% — insurance, retirement and supplemental pay only, since tax and leave are costed separately |
| Paid leave | 20 days (roughly 12 vacation days plus 8 public holidays) |
| Workstation and software | $1,500 |
| Cost per hire | $1,300 (SHRM 2026 median for nonexecutive roles) |
| US voluntary turnover | 18% a year (published US range is 13%-18% — we use the top of it) |
| GH rate | $10.00 per billable hour (our range is $9-$10 — we cost the top of it here) |
| Self-managed seat | $450 a month salary at cost, plus $70 a week for the desk, plus a $695 recruitment fee over 2 years |
Ready to talk specifics?
Tell us your volumes and we will tell you what this would cost, what we would automate, and whether it is worth it.
Common questions
Before you ask.
What does this cost compared with hiring a client service associate?
A dedicated offshore team member costs a fraction of a US client service associate once salary, benefits, software seats and management time are counted, and you are not hiring for peak load you only need in review season. Our savings calculator runs the arithmetic on the actual salary you would otherwise pay.
Will they have access to client accounts and data?
Only what you grant. The team works inside your systems using credentials you issue and permissions you control, with access logged and reviewable. Instructions that move money always stay with a licensed person at your firm; the team prepares and queues, it never releases.
How does this work with our compliance obligations?
The team works to your written supervisory procedures, not around them. Access controls, audit trails and secure workstations are standard on every account, documentation is filed where your compliance process expects it, and anything that requires a licensed judgment is escalated rather than answered.
Do they talk to our clients directly?
That is your call, and firms split roughly evenly. Some keep the team entirely behind the scenes on operations; others have them handle routine service calls under your firm's name after a supervised period. Either way, anything touching advice goes to an advisor.
What if we only need part-time help?
Most firms start with one dedicated person on a defined set of work rather than a full operations team, and add scope as it proves out. What we do not do is a shared pool that never learns your custodian or your clients, because that is exactly what makes outsourced operations feel worse than doing it yourself.
This is one part of what we run for Financial advisory firms. It sits inside our Back office & data service line.