We have a complete understanding of the demands of a financial planning operation, the importance of accuracy, the necessity for compliance, and the value of response time. We are also aware that outcomes in financial advice attract a strong focus from regulators, making it essential for advisers to research extensively and thoroughly, before making recommendations to clients.
These tasks are time consuming and take a good amount of professional time, which could be better leveraged for business development, and to build client relationships. A better option would be, to outsource your paraplanning to us. Our team has the experience and expertise in producing high quality compliant reports, helping you focus on your business to improve overall profitability.
With the world’s largest team of paraplanners and financial planning administration experts at our disposal, we are best poised to augment resources with the right kind of skills, or even deploy dedicated teams in minimum time, based on client requirements.
Our paraplanners are trained in popular, industry standard software solutions and strive to improve efficiency and business profitability. You can choose from our range of services and select offerings that you feel are best suitable for your business model.