CICG Virtual Employee service is designed specifically for RIA's who need a leading-edge automated reporting system, but cannot incur the cost of hiring and training an Operations staff. With CICG acting as your online back-office, you have more time to focus on running your business.
CICG's Virtual Employee service can include, but is not limited to:
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Automating Daily Processing
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Daily Transaction and Position Reconciliation -
Overnight Group Creation and Group Naming
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Exception Reporting
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Updating Performance History
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Automating Daily, Monthly, and Quarterly Client Reporting
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Backup Support |
