Virtual Assistant for Financial Advisors to Simplify Client Administration
Clients pay for your advice, not the hours you spend on paperwork. A GetFriday assistant handles meeting prep, CRM notes, account forms and follow-up. AI turns meeting recordings into notes and drafts the follow-up email, and your assistant checks both. They never give advice or make investment decisions.
Paperwork expands to fill the week
Onboarding forms, review packs and compliance records all take real time, and that time comes straight out of client conversations. It's rarely one thing that goes wrong. It's the steady build-up of small jobs that pushes the important ones back.
- Every client meeting needs an agenda, an account summary and notes afterwards.
- Account openings and transfers stall waiting for one missing signature.
- CRM notes fall behind in review season, just when you need them most.
- An extra full-time hire is a big step for a small practice.
Before, during and after a client meeting
Your assistant does the admin around the advice, never the advice itself. AI handles the slow parts, like turning a recording into notes or summarising a long statement, and your assistant checks the result before it reaches you.
Before
Meeting booked, account summary and last meeting's notes pulled together, agenda drafted for you to edit.
After, with AI
AI turns the meeting recording into notes and a draft follow-up email. Your assistant corrects them, logs next steps in your CRM and sends the email once you've approved it.
Ongoing
Account paperwork tracked to completion, annual reviews scheduled and compliance documents filed.
Up and running within a week
Most clients are handing over real work within the first few days. This is how it usually goes.
Tell us about your practice
How you work, which tools you use, and the first jobs you'd like to hand over.
Meet your assistant
We match you with an assistant who has worked with advisory practices before, usually within one business day.
Start small
Your assistant shadows a few tasks first, learns how you like things done, then takes them over.
Change your hours when you need to
Add hours in busy months and drop back when things quieten down. No rehiring, no retraining.
We work in the tools you already use
Your assistant works in the CRM, reporting and compliance tools your practice already relies on.
CRM
Redtail, Wealthbox or your firm's client management system.
Portfolio reporting
Orion, Black Diamond or your custodian's reporting platform.
Compliance and documents
Your existing compliance and document retention system.
Scheduling
Calendly or your practice's meeting scheduler.
A note on scope: Your assistant handles admin only. They aren't licensed advisors and don't give investment advice, portfolio recommendations or planning guidance. All advice and investment decisions stay with your licensed team.
Support that fits how your practice is set up
An independent RIA and a wealth management team need different things. This is how we usually help each.
Independent RIAs
You're the advisor, the compliance officer and the back office, often in the same afternoon.
Your assistant takes on onboarding paperwork and scheduling, so more of your day goes on clients and portfolios.
Small advisory practices
More clients means more onboarding, reporting and follow-up than a small team can keep up with.
One shared assistant keeps paperwork and reporting deadlines consistent across your whole book.
Wealth management teams
Reporting schedules and compliance records multiply across every client relationship.
Your assistant learns each relationship's rhythm, so compliance timing doesn't depend on anyone's memory.
What's different once you've handed it over
The list of tasks matters less than what stops landing on your desk.
Onboarding paperwork gets processed without you chasing signatures. Scheduling stops eating into your prep time.
Review packs go out when clients expect them, not when you find a free afternoon. Compliance documents are filed where they belong.
More of your week goes on clients and planning, less on the paperwork around them. Growing your book doesn't mean drowning in admin.
What advisors tell us
Tim Smart
“This is the first review i have ever left. I am normally too preoccupied but i felt the top notch service i received from my VA from Get Friday was worth taking the two minutes to write this. Exceeded all of my expectations and caught on to my industry specific needs very quickly. I would definitely recommend to anyone interested in outsourcing some of life's mundane tasks.”
Same-Day
Typical turnaround on client admin requests
2005
The year GetFriday started
80+
Countries our clients work from
24/7
Team cover, even when your assistant is off
Questions advisors ask before starting
What practice owners usually want to know first.
Spend more of the week with clients
Tell us how your practice works and we'll match you with an AI-enabled assistant, usually within one business day.
Get started