Serve your clients with confidence
Have a bottleneck in your advice process?
Getting bogged down in admin and SOA research, just to get the SOA request sent to the paraplanner?
Let Us Support You!
We have a different approach to the traditional paraplanning outsource. Our solution enables advisers to spend more time meeting with clients and less time doing administration and writing SOA requests by using our High Level Strategy Request.
We are experienced financial planners and have a commitment to ethics and integrity. We have a compliance background so will also complete a SOA and Compliance checklist as we work through the client file. You will be able to speak directly to the person completing your work and we will ask questions throughout the process to ensure the advice document you receive requires very little editing when you receive it and will be audit ready.
How can we support you?