Virtual Solutions for Financial Advisors and Brokers

4 Locations Across Singapore. 150+ Across the Globe For Your Use

24 hour access | Flexible lease terms | Prestigious locations | Fully furnished
| High-speed internet | Meeting rooms & boardrooms | Professional amenities |

If you’re a financial expert looking to cultivate a professional image and maintain operational flexibility, Servcorp offers professional virtual office solutions crafted for wealth consultants, insurance brokers, and financial planners. Our dynamic packages aim to streamline your strategic operations, giving you everything you need but the physical office space. As an advisor, you require a virtual solution that can adapt seamlessly with your client base and enhance your professional presence without the constraints of long-term leases.

With options strategically located in Singapore's key business districts and internationally, you'll have access to prime addresses that amplify your brand's reputation. For those looking to network, Engage with a vibrant community of over 50,000 like-minded professionals where collaborative opportunities thrive, potentially leading to new client connections and business growth.

Let these dynamic virtual solutions handle the logistics, so you can focus on offering insightful advice and driving success for your clients.

Virtual Offices for Financial Services

Grow Your Financial and Insurance Services Securely

In an environment where financial and insurance professionals require confidentiality and data integrity, we prioritise robust privacy measures and cutting-edge security protocols. Our dedicated IT support is readily available, ensuring that your operations run smoothly with enhanced network solutions like secure VPN access and segmented networks.

As an investment manager, streamline your workload using our comprehensive virtual assistant support services. Delegate administrative responsibilities, including managing phone calls and sorting mail, to our experienced team so you can focus on core financial tasks. Take advantage of our global network with the benefit of complimentary office space usage at locations away from your primary base, all while mitigating upfront investment and operational risk.

Connect With Other Businesses

Financial and insurance professionals thrive on building networks and forging professional relationships. Our office solutions cater to this need by creating an environment rich in opportunities for interaction. Through curated events and networking sessions, Managers can connect with peers and industry professionals, paving the way for collaboration and knowledge exchange.

Additionally, our digital platform extends your networking reach beyond physical borders. Engage with a global community of more than 50,000 businesses across international locations like New York, London, and Tokyo. This broad access positions experts to expand their professional network and access diverse perspectives and opportunities.

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Reduce Costs
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Fully Furnished & IT Equipped
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Receptionist & Secretarial Services
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Privacy & IT Security
5-Star Business Address icon
150+ Prime locations globally
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Flexible Contracts

The Advantages of Virtual Office Solutions For Financial Planners

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Meeting Rooms & Boardrooms For Financial Businesses

Investment analysts and advisors need professional environments that reflect their expertise and accommodate seamless communication with clients and colleagues. Servcorp offers meeting and boardrooms designed for financial and insurance professionals. They offer versatile, high-quality spaces that allow you to focus on delivering exceptional value to your clients without the overhead of a permanent office.

These spaces are equipped with state-of-the-art technology, including advanced AV systems and high-speed internet, ensuring that presentations and remote consultations run smoothly. These facilities provide a professional backdrop that reinforces trust and credibility, all while offering the flexibility to book rooms as needed, helping you manage costs effectively.

By choosing serviced meeting rooms, portfolio managers can access premium facilities that enhance their professional image and client interactions, without locking into long-term commitments.

Meeting Room

Flexible & low-cost

 

One-off usage & no lock-in contracts

 

Complimentary Wi-Fi for guests

 

Make a Powerful First Impression

When wealth consultants and financial planners meet clients, the ambiance of the meeting environment speaks volumes about their professionalism. Situated in prime locations, our office spaces offer the perfect setting to instill confidence and foster trust. With excellent public transport links, accessibility is seamless, ensuring a stress-free experience for both experts and their clientele.

Our facilities come equipped with a team ready to support your needs, whether it's providing technical assistance or arranging hospitality services to enhance the meeting experience. From a welcoming receptionist to personalised refreshment options, our spaces ensure that brokers and consultants can focus on what they do best: delivering exceptional advice and guidance.

Frequently Asked Questions

Our virtual office spaces are perfectly suited for brokers and analysts due to their strategic positioning in prime areas, projecting an image of success and professionalism. These spaces offer a seamless blend of functionality and prestige, which is crucial for wealth consultants looking to build trust and rapport with clients.

Financial advisors choosing our coworking or serviced office solutions benefit from a suite of supportive features designed to enhance client interactions and optimise service delivery, including:

- Impressive business location
- Executive-grade furnishings
- Personal call handling by a professional receptionist
- Administrative support services
- Technological assistance
- Unique business phone number
- Availability of meeting rooms and conference spaces
- Network of over 150 locations around the world

Our workspaces frequently organise industry-specific seminars, networking functions, and learning sessions that encourage collaboration and knowledge sharing. Portfolio managers can engage with peers and experts, creating a reservoir of industry connections and insights.

Yes! With flexible leasing options, our workspaces allow brokers and advisors to effortlessly modify their office setup according to their practice's evolving needs, ensuring a tailor-made environment conducive to growth.

Understanding the sensitive nature of work, we prioritise robust data protection measures. Custom firewall settings, secure VLANs, and reliable VPN configurations are implemented to safeguard client information and advisory processes.

Risk managers and analysts can reserve our specialised meeting rooms and boardrooms, equipped for confidentiality and state-of-the-art communication needs, enabling high-quality professional meetings without the financial burden of permanent facilities.

Yes, they can access their workspaces 24/7, ensuring they can manage their practice at their convenience and meet client demands without restrictions, allowing maximum flexibility and productivity.