Beneficial
Concepts Group LLC
Beneficial
Concepts Group is an operations
management consulting firm working
exclusively with financial services
firms. We act as a firm’s outsourced
Director of Operations or Chief
Operations Officer by providing
firms with professional operations
management for growing or streamlining
their financial services practice.
Our key deliverable is implementing
and monitoring solutions.
My
Virtual COO
My Virtual COO provides assistance in client acquisition,
business strategy, and operation support to small and mid-size
businesses across the USA.
Total Rebalance Expert
Total Rebalance Expert is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory (asset allocation). The program is designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services.
