Client Reports and Online Paraplanning
We know from conversations with many advisers that one of the biggest issues they face is the need to ensure a quality advisory process whilst at the same time controlling costs and maximising client time. Advisers recognise that to differentiate themselves from other channels, including high street operators, it’s the professional quality of their advice that really counts. In this, as in many other aspects, advisers are looking at which elements of the process to carry out entirely in house and when to bring in specialist services.
The distinction between advice and paraplanning is an important one which allows many advisers to deal with more clients, more effectively whilst the client planning and report writing service is carried out by a paraplanning service. Of course many businesses employ their own in house paraplanning team.
Others look elsewhere for this service and at Adviser Home we are keen to put together the right partnership arrangement to suit the needs of both adviser firms and individual operators.
Adviser Home has partnered with a market leader in paraplanning services – Paraplanning Online Ltd. Through Adviser Home you can enjoy discounted access to their services – both full paraplanning and the Suitability Software.
Paraplanning
- Speed up business processing
- Spend more time with clients
- Minimise employment costs and risk
- Pay-as-you-go paraplanning service
- Suitability reports written by industry experts
Suitability Report Writing Software
- Spend less time writing suitability reports and more time in-front of clients
- Write professional suitability reports in minutes not hours!
- Suitability reports should always be up-to-date and TCF ‘friendly’ – Here’s how!
- The most user friendly and tailorable suitability report builder available
- Streamline your compliance process
For both services, if you are registered with Adviser Home you benefit from valuable discounts.
To find out more please register here or log into your account at the top of the page.
