Brightside Administrative Solutions provides dedicated operational and client-service support for independent advisors and wealth-management firms.

BrightSide was built on the belief that every advisory team deserves reliable, detail-driven back-office support — so they can focus on relationships, not paperwork.

From onboarding and custodial paperwork to CRM management, billing, and daily client operations, Brightside serves as a seamless extension of your firm.

Organized. Personable. Proactive. Always by your side.