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!

  1. Submit an application & tell us what services you’re looking for.
  2. We’ll send you a Predictive Index to match you with a virtual assistant.
  3. 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.
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No. of Clients:
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Contact Management System Used:
Are You A Fee-Only Advisor?:

How Did You Hear About CID?:
CID Referred By:
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Total Assets Under Management?:
What % Of Business is Commission Based?:
No. of Years As Financial Advisor?:
Svs Interested In (Pick All That Apply):

Other (Explain):
Have You Ever Used A Virtual Assistant?:

How Many Hours/Wk Could You Use One (VA):

Which Best Describes You?: