As a third party administrator, Heritage Administrative Services will work closely with various financial institutions, brokerage firms, mutual fund wholesalers, insurance companies and accounting firms to determine the best fit for each client.
- Plan designs create a magnet to attract more assets under management
- Our services enable your company to pursue markets quickly with no start up costs in regard to training and third party administration
- No administrative or software stress on your company or additional overhead to use our services
- Turnkey marketing including financial advisor/consultant education, marketing materials, consulting and sales support provided to fulfill your due diligence requirements
- Full third party administration and marketing services provided to all fifty states