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About US

Advisor Virtual Pro partners with enterprises, advisors, and fintech companies to create and enhance integrated technology systems.   Our team of 4 professionals has an extensive background with over a 75 years of combined experience.    We DO NOT charge the enterprise or advisor  for an assessment.    

Creating systems that truly work together efficiently and accurately is a prime goal of Advisor Virtual Pro. We help you navigate through the multiple options available in every category and streamline your systems to maximize ROI.   

Communication with your firm is of utmost importance to us, we initiate idea sharing calls, blogs, podcasts, and advisor interviews to determine your individual needs. After obtaining an overview of your individual technology needs and business goals, we will help guide you through the maze of technology, utilizing more fully what you are currently using, and helping you step by step thought the process of implementing new tools to support your existing and future growth of your business.

Our fundamental beliefs

  • Data Ownership – you must own your data
  • Integrations – API’s and other data integrations must be powerful and relevant ‘beyond SSO’
  • UI/UX are Critical -if the system is hard to use for home office, advisors or customers it won’t be used
  • People-Who you will work with matters
  • Ownership-Who owns the technology firm – how does that drive decisions
  • Pricing-Must be flexible and overall spend must be managed

Book a Consultation with Tim Minert

Tim Minert 30 Min Assessment

602 762-1100 if you need to get in touch

Tim Minert 60 Min -Full Overview and Demo Ove

Works well for more extensive questions or larger groups.

Get In Touch

2850 East Camelback, Ste 200

Phoenix, az 85016
602 522-2234