Our Comprehensive Suite of Services
Key Tasks Managed by Your Virtual Financial Assistant
Client Relationship Management
Our VA keeps client interactions smooth by handling follow-ups, scheduling review calls, and ensuring no inquiry goes unanswered.
Financial Data Handling
From organizing transaction records to analyzing data and updating books, our financial advisor VAs handle everything with accuracy and speed.
Market Research
They track market trends, product updates, and investment opportunities, giving you insights that help you advise smarter.
Performance Reporting
Your personal financial assistant pulls performance data, builds reports, and prepares client presentations.
Compliance Management
Our VAs ensure compliance with financial regulations and standards, maintaining integrity and avoiding business risk.
Digital File Organization
They manage and organize your digital files systematically for quick access, secure storage, and improved overall workflow efficiency.
Choose the Best
Why Wishup's Financial Planner Virtual Assistants?
Top Talent
Select from the top 0.1% of candidates, ensuring unmatched professional quality.
Instant Onboarding
Get an expert in a jiffy with our 60-minute onboarding process.
Flexible Hiring Options
Full-time or part-time, we customize according to your requirements.

What Changed After They Hired Virtual Assistants
Took the Leap, Gained Their Time Back
Hiring Can't Get Any Easier
Our 3-step easy hiring process
Discuss your requirements with us
Manage Your Workforce Easily
Provide real-time feedback, manage projects, hire top-tier talent and get EOD reports—all from one app. Download the App Now!

