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
Fund, portfolio, product, TVAS, tax planning
Cash flow planning, suitability reports or discussion documents
FCA compliance checking for cases & firms
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.