Is your advice process slowing you down with admin and SOA research before you even get to the paraplanner? FP Assist offers a smarter, more efficient alternative to traditional paraplanning outsourcing. Using our High Level Strategy Request, advisers can focus more on clients and less on paperwork. We’re experienced financial planners with strong ethics, a compliance background, and a hands-on approach. We manage the research, strategy, and SOA scoping—completing a full SOA and compliance checklist as we go. You’ll work directly with the person handling your file to ensure the advice document is accurate, audit-ready, and needs minimal editing.