Faithward Resources

Faithward Resources provides operational and business support functions, including recruiting and performance management. The team’s professional Benefits Administration includes the creation and selection of staff benefits, ongoing benefits management, compliance, regular audits, and reporting/analytics to track usage trends and perform cost analyses. Faithward Resources also helps you and your team develop your talents through strategic planning, goal setting, KPI management, and more!

Faithward Resource’s operational components help streamline processes, enhance client experience, and ensure compliance. The Operations Department is committed to delivering unparalleled back-office support for you, your team, and your clients through the following pillars.

Integrated and Scalable Systems

System Integration: We combine on-demand platforms like Salesforce, Addepar, and Clio to simplify your workflows, allowing you to work smarter, not harder.

White Label Client Portal: We offer a white-labeled portal and performance reporting solution for your clients, fully branded with your business identity.

Innovation Focus: We constantly update our tools to stay ahead and grow efficiently. We regularly introduce and provide thorough training on tools and systems to reduce manual tasks and improve productivity.

Dashboards & Data Analysis: Offering insights into client trends, behaviors, and opportunities for growth. Tracking and reporting on key performance indicators (KPIs) to support your decision-making.

Data Integrity and IT Support

Process Documentation through Standard Operating Procedures: Ensure standardized documentation of processes across all departments to uphold our consistent quality standards.

Tech Troubleshooting: Providing quick resolutions to tech-related issues, minimizing disruptions.

Mitigating Operational Risks: Regularly conduct data validation and reconciliation to minimize errors, discrepancies, and potential financial or reputational impacts.

Enhancing Process Efficiency: Leverage accurate and reliable data to streamline workflows, reducing time spent on corrections and enabling teams to deliver higher-value services to clients.

Licensing, Compliance, and Institutional Knowledge

Hassle-Free Management: We handle licensing and contracts for new advisors, making the process easy. Streamlining the licensing process for seamless integration into the firm.

Expert Guidance: We help you navigate tricky regulatory rules through our Third Party (neutral/objective) compliance partner.

Peace of Mind: Independent compliance checks keep everything on track.

Error Reduction: Implementing checks and balances to minimize compliance breaches or operational errors.

Smooth Transitions: We ensure new advisors fit in right by mastering our systems and processes through 1:1 training and other educational options.

Shared Insights: We maintain key knowledge about advisors & client needs and best practices to keep everyone aligned.