Quality & Speed

Fast turnarounds and quality control all visible through real time workflow portals

We do the heavy lifting for you

Our extensive, highly qualified and responsive team take care of time-consuming SOA preparation, admin and research so you have more time to focus on your clients.

Paraplanning services include

Retain control of your workflows

We invest in state of the art technology which means that you have real time access to workflow status and can communicate directly with the team supporting your business.

Packed with collaborative features and built-in reporting, it’s never been easier to outsource and retain control.

Highly qualified team and quality control

Our dedicated team of SOA specialists are quality checked by RG146-certified reviewers and are experienced across simple, moderate and complex strategies.

We invest in internal quality control check points to minimise the time you need to spend reviewing output.

Bullet proof security

With ISO27001 certification across our entire approach, your data and your client data remain safe and protected at all times.

What you get with our paraplanning services:

  • An experience and qualified team
  • In-built quality control check points
  • Real time access to workflow status
  • Access to the latest technology
  • Direct access to the team supporting your business
  • A dedicated account manager
  • A flexible staffing model to scale up or down as needed
  • Ability to white label the service

Get in touch today to find out how we can take care of your time-consuming tasks. Complete our contact form or call us on (0800) 211 87 37