Intelus Agency

Dedicated remote staff familiar with advisor CRMs and financial-planning software

5Sourced claims

1Public rating source

2026-09-17Last reviewed

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BEST SUITED FOR

RIAs and advisor teams that need a dedicated remote operator with named Redtail, eMoney, RightCapital, or related workflow familiarity.

Assessment checked 2026-09-17

AGENCY OVERVIEW

At a glance.

Support model: Dedicated remote staffing with recruiting and agency support
Commitment: Custom; confirm minimum term and notice period
Starting price: $1,400
Price basis
Talent geography: Global remote talent; exact country by hire must be confirmed

EDITORIAL ASSESSMENT

What stands out, and what still needs checking.

Key strengths

Named advisor software pages for Redtail CRM, eMoney Advisor, and RightCapital are stronger than a generic finance landing page. · Publishes a usable part-time administrative starting range. · Established third-party footprint on Clutch.

Limitations and tradeoffs

Public starting range is for part-time administrative assistants generally, not a guaranteed financial-advisor package. · Clutch’s 5.0/5 score across 9 reviews is real but the visible engagements are mainly LinkedIn marketing, not financial-advisor staffing; display only with that applicability caveat. · No public RIA-specific data-security or licensed-activity boundary found.

Questions to confirm before signing

Assigned worker’s direct RIA experience; country and employment model; exact hours; replacement guarantee; CRM credentials; handling of client PII; whether any recommendation, trading, money-movement, or licensed work is prohibited.

Management and support

The agency recruits dedicated professionals working the client’s business hours; exact account-management and replacement terms should be obtained in writing.

Security and compliance

No public RIA-specific controls, SOC report, or written licensed-activity boundary found on reviewed pages. Advisors should define least-privilege access and prohibited actions.

INDEPENDENT REVIEW SNAPSHOT

Ratings stay separate, so you can judge each source.

We do not blend platform scores into our own rating.

Clutch5.0 / 5Read 9 reviews

Clutch: 5.0/5 from 9 reviews as of 2026-09-17. Important caveat: the displayed reviews primarily cover marketing/outreach work, not advisor VA staffing.

Checked 2026-09-17

SOURCE-BACKED RESEARCH

What we found and where it came from.

5 claims

Financial-services model1 claim

dedicated assistants handle scheduling, client communications, documents, CRM, and daily operations.

Agency-statedHigh confidenceSource

Software experience1 claim

dedicated pages claim support for Redtail CRM, eMoney Advisor, and RightCapital workflows.

Agency-statedMedium confidenceSource 1 Source 2

Pricing1 claim

most part-time administrative assistants start at $1,400-$1,800/month.

Agency-statedHigh confidenceSource

Independent reviews1 claim

Clutch displays 5.0/5 from 9 reviews; visible projects mostly concern marketing.

Independent platformHigh confidenceSource

Company identity1 claim

founded 2018, headquartered in Athens, Alabama.

Third-party profileMedium confidenceSource

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