Looking at the bigger picture
Revolutionising Outsourced Paraplanning
We use the latest technology and a robust, repeatable
process to give you more

A range of services to suit your business needs

Only pay for what you need to outsource

  • Data Gathering & Analysis

    Calling providers & pulling information together

  • Research

    Fund, portfolio, product, TVAS, tax planning

  • Report Drafting

    Cash flow planning, suitability reports or discussion documents

  • Compliance Audit

    FCA compliance checking for cases & firms

All of our services can work together as a joined up solution or can be provided individually

Integration is the key

Re-keying data is both time consuming & results in errors. It's also deeply frustrating for the person re-keying.

We believe that all data should be input once & flow around the business from the point of input to fee reconciliation.

Manage on the go

Our online case management system provides a comprehensive audit trail & updates as well as secure document storage.

Use our mobile app to track your cases on the go, receive push notifications, updates & download your documents.