We offer hourly, fractional, and full-time support to fit the needs of your business.
Services
ROffice works by providing financial advisors with access to skilled individuals that can help complete complicated projects and/or administrative tasks in an efficient manner.
We’re on board with you whether it’s full-time, hourly/as needed basis, or fractional support that you are looking for. ROffice can connect you with the right person to get your office in shipshape and off to smooth sailing in no time.
Virtual Assistance / CSA
If you need help with scheduling, paperwork, account maintenance, client communication, or something else, you can find support from experienced financial assistants you can trust.
Bookkeeping
Stay on top of your company's financials with bookkeeping services.
Compliance Outsourcing & Consulting
We help registered investment advisors manage compliance tasks effectively. Our services allow RIAs to focus on their core business, ensuring they remain compliant and maintain client trust.
Paraplanning
Work with a paraplanner to create financial plans for you.
Fractional Office Management
Get help identifying office inefficiencies and improve your processes with custom workflows.
Transition Prep & Assistance
Get help preparing for an up
coming transition with an experienced transition consultant.
Featured Service Providers
All service providers have been verified compliant and are available to work with you now.
Why ROffice
We know the pain of trying to find good support. That's why we've collected the best support staff for your business and continue to onboard more and more talent.
Compliance-Ready
All Service Providers go through a thorough compliance-readiness process specific to your local standards.
Reduced Overhead
We manage onboarding, offboarding, compliance verification, time tracking, and payment.
No-cost Sign Up
Find support today with zero commitment. No credit card required.
