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software
Total Office
1 creator use or recommend it
▲ 1 active in the last 90 days
1 use
Last discussed Oct 13, 2026
An onshore virtual assistant and back-office operations service for RIAs, specializing in custodial paperwork at Schwab (and Altruist).
Recently discussed in
Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with ...
Michael Kitces · Oct 13, 2026
What creators say
Michael Kitces
uses
Used for: Outsourced back-office work, about 60 hours per month: mostly Schwab paperwork, plus cash transfers and trades while the advisors are on vacation, and compliance tasks such as monthly trade blotters and quarterly invoices
Praised: Fully licensed staff; no break in service despite turnover; built-in workflow...
vs: Chosen over offshore providers, team-queue providers, and providers charging ...
"It's been the same throughout the four years we've been utilizing a VA, and we use Total Office, out of Akron, Ohio... They are specific to RIAs... They've had turnover on their side, but we've never had a break in service. We didn't have to retra..."
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