Redefine How You Scale Wealth Management Firm
with highly talented and affordable virtual staff from the Philippines with Outsource Access
with highly talented and affordable virtual staff from the Philippines with Outsource Access
In wealth management, every detail matters. The OA Signature Playbook is your personalized guide, documenting every process your virtual assistant handles—from invoicing clients, setting up payroll and even preparing tax and insurance forms.
It’s a proven system to enhance efficiency, reduce errors, and streamline your operations.
Download a sample or book a call to see how leading firms scale smarter with Outsource Access.
Managing wealth requires precision, but administrative tasks can pull your focus from serving clients and growing your firm.
Outsource Access offers specialized virtual assistant services tailored for wealth management professionals. From generating reports to reconciling tax filings, our assistants streamline your operations, letting you focus on building strong client relationships and driving growth.
Ready to transform your wealth management firm?
Take a quick tour of our headquarters in the Philippines with Outsource Access Founder and CEO, Brad Stevens.
Accounts Payable
Accounts Receivable & Bookkeeping
Document Delivery & Data Entry
Join CEO Brad Stevens as he shares how a product failure became the turning point that led to the founding of Outsource Access. In this inspiring video, Brad takes you through the journey of building a company that has grown to over 500 team members in just 4.5 years, earning 8 national and global awards along the way.
Let’s face it—finding time for a 20-minute video isn’t easy, especially with a busy schedule. But if you’re considering a Virtual Assistant to streamline your operations, this video with Outsource Access Founder and CEO Brad Stevens is designed to simplify your decision-making process.
Don’t just take our word for it! Many clients have said, “I didn’t expect to watch the whole 20 minutes, but it felt like you were reading my mind—answering every question I had. By the end, I had a clear understanding of everything!”
Spend just 20 minutes with us, and you’ll gain valuable insights that could transform the way you work.
Let’s face it—finding time for a 20-minute video isn’t easy, especially with a busy schedule. But if you’re considering a Virtual Assistant to streamline your operations, this video with Outsource Access Founder and CEO Brad Stevens is designed to simplify your decision-making process.
Don’t just take our word for it! Many clients have said, “I didn’t expect to watch the whole 20 minutes, but it felt like you were reading my mind—answering every question I had. By the end, I had a clear understanding of everything!”
Spend just 20 minutes with us, and you’ll gain valuable insights that could transform the way you work.
We have helped over 300 clients in 50+ industries saving thousands of hours of time and resources.
Here are some questions we got all the time, rest assured, you’re in good hands!
Your Virtual Assistant can work any timezone that you prefer. We will say though, that a lot of our US clients actually prefer their VA to work overnight so that work is completed when they get in the office in the morning.
Our workers are all from the Philippines where they are taught English from an early age. English is their second language.
The accent is very very minimal.
We love to offer our clients the security of flexibility. You will just need to let us know 90 days in advance if you need to cancel for whatever reason.
We hear this all of the time. Most of our clients don’t realize how much time their tasks are taking, nor do they realize how much more can be given to their VA that they’re not currently doing. Many of these same clients come to us to hire a second VA in no time.
We hire fast learners, great communicators and VAs that take feedback exceptionally well. They will be trained in all admin tasks and may have specialty in your field. They are just like a US- based employee, you will still need to train them on your company’s processes and some knowledge of your industry.
We offer you several candidates to interview and hire. If for whatever reason, the VA that you decide to choose and hire is not working out, you can let us know and we can match you with a better fit.
Your VA creates a playbook of all of your processes starting day 1. In the unlikely event that a VA should leave for any reason, we can have another VA hired and trained on your processes. Of course you’ll have to introduce him or her to your company, but the down time should be minimal.
Please select a date and time to schedule a demo with a member of our team
Watch our free video outline with Case Studies and Examples.
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