All administration-heavy client servicing is done on behalf of the Associates in this component of the Chrome Wealth Ecosystem
One of the challenges that most financial-planning practices face is the extensive administration required in dealing with a variety of investment service providers. Each has different processes, application forms and requirements.
The Chrome Wealth Administration Service centralises all implementation services required in the investment or wealth-management process. This allows us to offer our clients exceptional value for money in terms of administration costs.
Administration Services include:
- Cash management services (setting up corporate cash management accounts, processing transactions and provision of statements)
- Onshore Investment Platform client processing
- Offshore Investment Platform client processing
This has moved the administration of our clients’ investments to an innovative service offering.