Simple. Efficient. Effective.

Arguably one of the most time consuming aspects of our industry is dealing with the required paperwork.  The more time spent on administrative tasks is less time spent prospecting for new business.

Our Remote Admin Program offers advisors an economically efficient way of delegating the administrative responsibilities to a knowledgeable and experienced administrative assistant at a fraction of the cost of hiring full time staff.

Billed hourly and broken down in quarter hour increments, advisors utilizing The Grid’s Remote Admin Program only pay for time spent executing their requests.

Services provided by the Remote Admin Program include:

  • Account Management
  • Data Entry
  • Client Communication
  • Marketing and event support

Transition Support

The Independent Grid, our dedicated transition team will work with you to ensure your business moves over efficiently and effectively.

Your transition is our top priority.

Get started today

To learn more:

Connect with us!

(888) 944-9725

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