Put time back in your day by tapping into our comprehensive suite of in-house and trusted third-party business services.
Welcome to next-level support
Operate with optimal efficiency and evolve your business by allowing us and our vetted third-party partners to manage many of the tasks that monopolize your day. Free up time and resources, and focus on the most important aspects of your business:
Outsourcing options
Our business consultants will collaborate with you to determine what will give you and your firm the biggest advantage.
Financial Management
Outsource the role of CFO with our third-party partner to manage your bookkeeping, bank reconciliation, financial statements, payroll management, tax coordination, and more.
Financial Planning
Remove the burden of labor-intensive planning and receive the support of seasoned professionals without the added expense of hiring a CFP®.
Human Resources
Access in-house tools and resources to help with hiring, staff development, and benefits. Get HR administration support that includes professional employment organizations (PEOs) and non-PEOs.
Choose from a range of options, including model portfolios, third-party asset management, and complete portfolio management and trading, so you can focus on fostering client relationships.
Leverage our suite of tools, resources, and guidance to build your brand and grow your practice. Access third-party vendors that offer services ranging from proofreading and copyediting to seminar and workshop development.
Let our Virtual Administration team provide part-time support and serve as an expansion of your practice. This offering will help reduce expenses and save time on hiring, setup, and training.
RIA Compliance
Access the help you need to make the move to fee-only and receive guidance and support to maintain oversight in an ever-evolving regulatory climate.
Technology Consulting
Take advantage of our enhanced technology consulting for help with initial setup, ongoing maintenance, and troubleshooting, so your practice can run at peak efficiency.
Serving as an extension of your practice
Commonwealth's outsourced business solutions give you access to the talent you need—a CFO, paraplanner, administrative assistant, and more—without the burden of hiring, training, and paying additional staff. That way, you can remain focused on the vision you have for your business.
