XY Virtual assistant +

Your Business Solutions Partner

Discover the customized business management support your firm needs to reach your goals
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Your Team, On Demand

We alleviate the burdens of business management so you can focus on doing what you love, not what you don't

Created to go way beyond daily task-mastering, XY Virtual Assistant+ is designed to be the partner you need to help grow your firm from where you are to where you want to be – even if that’s just on vacation. To get you there, we’ve curated a team-structured offering that provides you with 360° solutions for your business – that fit your business.

Trusted Partnership
with XYVA+

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    Enjoy having a Service Coordinator who is your single point of contact—one-part strategic partner, one-part operations manager, and one-part opportunity seeker. Count on them to work with you to develop and implement a Business Solutions Plan customized to optimize your systems, processes, and business operations in order to achieve your firm’s goals. They meet with you on a weekly or bi-weekly basis to update, adjust, deliver, and inspire as needed.

    The best part of our single-point-of-contact approach is that it means never having to worry about hiring task-specific assistants or the high turn-around rates often found in virtual assistant services. Think of your Coordinator as your dream operations support equipped with a robust “toolkit” filled with Specialists covering a wide range of specialties.

    Imagine proactive and self-directed help that actually helps AND improves your firm!

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    Our VA dream team offers so much more than administrative support to your firm. We also bring the industry and XYPN-specific expertise it takes to optimize it. This means being supported by a team who understands your business the way you do and brings a set of eyes trained to identify and recommend opportunities that maximize your firm’s value.

    From sharing, establishing, and implementing best practices, proven workflows and automations to marketing services, compliance work, and custodian support – everything we do is designed to help you focus on your clients’ best interests and not the exhaustive tasks it takes to run and grow your business.

    Imagine being independent but never alone. Supported by people showing up every day—having your back in every way!

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    We care deeply about protecting you and your clients' data, so we adhere to strict cybersecurity measures to protect you both. This includes third-party training and monitoring as well as strict file-sharing standards and cutting-edge tech security.

    Imagine working with a partner whose standards exceed others in the VA marketplace! 

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    One of the founding principles at XYPN is the assurance that your clients, your processes, and your data all belong to you. That’s why your Business Solutions Plan is tailored to your firm and all services are turnkey. Everything we build belongs to you.


    Imagine having confidence that your business is operating how you want it to, giving you more time to focus on what you love!

Our Services

    • Client gift support
    • Meeting scheduling
    • File tree structure creation/cleaning
    • Vault management
    • HR Support including drafting job descriptions and managing job listings

    • Preparing client invoices
    • Preparing client Quarterly Performance Reports
    • Onboarding clients into systems 
    • Topic research based on client requests/needs

    • Draft responses
    • Forward messages and inquires
    • Unsubscribe from unwanted emails
    • Spam deleting
    • Email follow up
    • Flag messages
    • File messages

    • Outputs from data entry
    • Client onboarding
    • Cash flow calculations

    • Agenda creation
    • Meeting notes creation 
    • Meeting recaps to clients
    • Task creation and assignment in CRM/FP systems 
    • Template creation
    • Process creation
    • Surge meeting support
    • Appointment scheduling/confirmation
    • Meeting request follow-ups
    • Calendly setup and automation creation

    • Roth RIA Conversion requests
    • Charitable Request Distribution Form creation/submission
    • Set up Required Minimum Distributions (RMD) for retirement accounts
    • Process new account applications
    • Process & set up new clients in custodian systems and advisor databases
    • Follow up on NIGOs 

    • Review and optimize tech stack for productivity
    • Build back-office policies and procedures
    • Identify business growth opportunities
    • Introduce new methods, practices and systems that reduce turn-around time
    • Source and implement best practices that fit your firm
    • Reduce costs by improving performance
    • Automate repetitive tasks
    • Identify ways to enhance customer satisfaction

    • Assist with monthly, quarterly, and annual administrative compliance 
    • SmartRIA tasks
    • Compliance Log creation and updates

    • Management and set up of mass mailings or mail merge campaigns
    • Copy editing 
    • Formatting materials for publication
    • Ghostwriting
    • Client communication template creation
    • Industry research
    • Managing of editorial calendar
    • Marketing material creation: presentations, brochures, letterhead, envelopes 
    • Website maintenance and updating  
    • Social media management: account set up, social media posting, hashtag creation, Google review monitoring

    • Lead nurturing 
    • Email automation/follow up
    • Prospect presentation creation
    • Annual Client Calendar creation
    • Collaborate on value proposition identification

    • Tech stack audit
    • Tech integrations
    • Basic software troubleshooting

    • Create workflows and document process
    • Template creation
    • Process audit
    • Automation recommendations and implementation
    • Calendly creation and optimization
    • Establish best practices for key processes
    • Strategy meetings focused on the creation or editing of the Client Service Calendar, goal setting, marketing revamps, and more
    • Knowledge Bank creation

Start scaling today

Subscription Plans

15 HR / MONTH

$1,500 / MONTH

What's included:

  • Weekly meeting, production support, and quality assurance from a dedicated Service Coordinator

This is a limited offering

10 HR / WEEK

$3,033 / MONTH

What's included:

  • Weekly meeting, production support, and quality assurance from a dedicated Service Coordinator for up to 1.5 hours
  • Approximately 8.5 hours of time on tasks
  • Turnaround time on a task-by-task basis

15 HR / WEEK

$4,225 / MONTH

What's included:

  • Weekly meeting, production support, and quality assurance from a dedicated Service Coordinator for up to 2 hours
  • Approximately 13 hours of time on tasks
  • Turnaround time on a task-by-task basis

20 HR / WEEK

$5,200 / MONTH

What's included:

  • Weekly meeting, production support, and quality assurance from a dedicated Service Coordinator for up to 3 hours
  • Approximately 17 hours of time on tasks
  • Turnaround time on a task-by-task basis
Start scaling today

Your Business Solutions Partner

Let's get started