We provide comprehensive paraplanning services for the financial advisors. Our experienced team can handle all administrative, compliance, research, and implementation tasks more efficiently, yielding them more time to focus on consulting and advisory activities.
Our team is proficient in most of the financial planning softwares and applications.
Our Services
Admin Services
- Client setup & Fact Find
- File notes
- Review packs
- FDS
- Product Feature & Cost Comparison
- Quote Generation & Need Analysis
- Product Feature & Cost Comparison
Compliance Services
- Statement of Advice
- Record of Advice
Implementation Of Services
- Online application
- Liaise with Product and Fund Managers
- Follow up with Insurance providers
- Mailing to confirmation letters
Platforms and Technology
