Our investment-focused virtual assistants expertly manage client CRM updates, prepare performance reports, conduct preliminary research, and coordinate regulatory documentation to keep your practice compliant and efficient.
By delegating these essential but time-consuming tasks, your advisors gain back valuable hours each week to analyze markets, develop client strategies, and nurture high-value relationships that grow your AUM.
Cherry Assistants integrate seamlessly with your existing workflows and technology stack, providing the perfect balance of professional support without the overhead of full-time staff—scaling effortlessly as your client base expands.