Financial Planning Admin Tasks
We will review your business processes, look at what improvements can be made then identify what admin tasks you can outsource.
As part of our service offering, we will assist in mapping your process and provide documentation of each of our clients’ unique business processes.
Paraplanning
A dedicated offshore paraplanner can be offered – where the paraplanner works as part of your team similarly to how our admin people work with our clients. We provide training and onboarding, the same way we do with our admin. We ensure all the processes for generating advice documents and client preferences are covered.
Bookkeeping Services
We provide monthly process reconciliation of all transaction and produce monthly P & L, Balance Sheet and Cashflow Reporting.
Commission Trackin adn reconciling payments for advisers/ brokers.
Payroll includes super, leave, expense reimbursed & E-payslips.
Management Reporting & Dashboard
- Financial and non-financial KPIs
- Consolidaate budgets, targets
- Customised reports & access to online business dashboard
Everything is going smoothly, and I am currently very happy with the services. I am particularly pleased with Dolly’s timeliness and speed that things are completed.
Steve HarrisMarketing
Marketing is a crucial function in all businesses and organisation, and is becoming increasingly vital to succeed in running a financial planning business.
Together with our clients, we work on successful planning and executing ideas to leverage marketing needs. We focus on Digital Marketing with an emphasis on content creation for Financial Planning firms to showcase their subject matter expertise with prospects.
Consulting Services
We provide a no-obligation consulting service to help you analyse what specific tasks and processes you can and should be outsourcing. We will assist you in reviewing your business process and provide advice on optimising your process before you commit to outsourcing.
Business Fact Find
Diagnostic Meeting
Report & Recommendation
Workflow
We can assist in building the workflows and processes for your business. We have experience with a variety of financial planning, mortgage broking and workflow systems.
Software Integration
We can support with data migration, systems management, developing new workflows or assistance with client set up.
These are the Financial Service softwares we currently support:
