Refined Executive Virtual Associates

“Professionals Serving Professionals”

At REVA Source, our mission is simple: to provide our clients and their investors with exceptional services and a superior experience.

We know everyone says that, but here’s the thing: our business depends on it. The REVA team of professionals is highly trained, skilled, and proficient with financial industry custodians, CRMs, and tech stacks. All REVA associates have many years of industry experience, as well as ongoing professional development with us.

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Experience Across Your Platforms

Asset Services

  • Schwab®
  • Fidelity®
  • TIAA®
  • 529 providers
  • Alternative investments
  • Asset management (Money Management /TAMP)
  • And many more

CRMs

  • Redtail®
  • Wealthbox®
  • Advyzon®
  • Salesforce®
  • HubSpot®
  • Keap® (InfusionSoft)
  • And many more

Tech Stack

  • Microsoft Outlook and 365
  • DocuSign
  • MoneyGuidePro
  • Orion
  • Riskalyze / Nitrogen
  • Dropbox
  • And many more
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Account Setup & Client Onboarding

  • Custodial paperwork: Digital, paper, and electronic
  • Account openings: IRA, Roth, SEP, Simple, brokerage, 401(k), trusts, 529s, corporate, custodial, and UTMA accounts
  • Transfers: ACAT, non-ACAT, stocks, wire, ACH, in-kind, and Roth conversions
  • Compliance: Disclosures, DOLs, third party, and special tax
  • Rollovers: Conference calls, direct, indirect, and splits
  • Documentation: Filing signed documents, recordkeeping, client authorizations, and annual review offerings
  • Client portal setup
  • Enter data in FP software

Client Management & Account Maintenance

  • Communication: Emails, phone calls, and letters
  • Requests: Distributions, contributions, and changes
  • Estate cases: Individuals, corporate, and inherited accounts; cost basis; transfers; beneficiaries; and division of assets
  • Divorce cases: Updating registrations, beneficiaries, and data across all platforms; division of assets
  • Client terminations: Delink accounts, documentation, and remove from all systems
  • Maintain client records: Monitor and update

Advisor Support – Grow Your Business

  • CRM management: Daily updating, task setup, task templates, workflow creation, and maintaining an accurate client list and data
  • Custodial management: Handling alerts, daily cash monitoring, and account maintenance follow-up
  • Custodial transitions: Identify steps, create a project plan and forms, gather signatures, monitor progress, and work with the custodian
  • Compliance: Maintain and monitor across all systems
  • Meeting preparation: Run reports, conduct account reviews and beneficiary reviews, and prepare needed forms

Account Setup & Client Onboarding

  • Custodial paperwork: Digital, paper, and electronic
  • Account openings: IRA, Roth, SEP, Simple, brokerage, 401(k), trusts, 529s, corporate, custodial, and UTMA accounts
  • Transfers: ACAT, non-ACAT, stocks, wire, ACH, in-kind, and Roth conversions
  • Compliance: Disclosures, DOLs, third party, and special tax
  • Rollovers: Conference calls, direct, indirect, and splits
  • Documentation: Filing signed documents, recordkeeping, client authorizations, and annual review offerings
  • Client portal setup
  • Enter data in FP software

Client Management & Account Maintenance

  • Communication: Emails, phone calls, and letters
  • Requests: Distributions, contributions, and changes
  • Estate cases: Individuals, corporate, and inherited accounts; cost basis; transfers; beneficiaries; and division of assets
  • Divorce cases: Updating registrations, beneficiaries, and data across all platforms; division of assets
  • Client terminations: Delink accounts, documentation, and remove from all systems
  • Maintain client records: Monitor and update

Advisor Support – Grow Your Business

  • CRM management: Daily updating, task setup, task templates, workflow creation, and maintaining an accurate client list and data
  • Custodial management: Handling alerts, daily cash monitoring, and account maintenance follow-up
  • Custodial transitions: Identify steps, create a project plan and forms, gather signatures, monitor progress, and work with the custodian
  • Compliance: Maintain and monitor across all systems
  • Meeting preparation: Run reports, conduct account reviews and beneficiary reviews, and prepare needed forms

Have Questions? We're Here to Help.

We are happy to answer questions and provide guidance.

Contact Us

Or Call Us Now

(330) 409-1400