Isn’t it about time you took control of your day?
For independent Registered Investment Advisors, working with CID is as simple as 1, 2, 3!
Here’s a few things to know before you get started. We exclusively work with RIAs and do not support broker-dealer business. Our team will utilize your CRM, custodian platform and operations technology.
Based on your submission information, we will send you a Predictive Index questionnaire which will help us match you with the right virtual assistant. We’ll then send you a link to download our client agreement and schedule a consultation to discuss your game plan. Due to high demand for virtual assistant services, we request that you only submit this form if you’re interested in starting within 90 days.
- Submit an application & tell us what services you’re looking for.
- We’ll send you a Predictive Index to match you with a virtual assistant.
- Schedule a consultation to discuss the next steps.
Here’s a few things to know before you get started. We exclusively work with RIAs and do not support broker-dealer business. Our team will utilize your CRM, custodian platform and operations technology.
Based on your submission information, we will send you a Predictive Index questionnaire which will help us match you with the right virtual assistant. We’ll then send you a link to download our client agreement and schedule a consultation to discuss your game plan. Due to high demand for virtual assistant services, we request that you only submit this form if you’re interested in starting within 90 days.
