Financial Planning Admin Tasks
A dedicated offshore paraplanner can be offered. He or she will work as part of your team like how our admin people work with our clients. A specific training is given and proper onboarding is observed. We ensure all the processes for generating advice documents and client preferences are covered.
We provide monthly process reconciliation of all transaction. In addition, we produce monthly P & L, Balance Sheet and Cashflow Reporting.
Commission Tracking and 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 Harris
We provide a no-obligation consulting service. We will assist you in reviewing your business process before committing to outsourcing. This include analyzing what specific tasks can and should be outsourced.
Business Fact Find
Report & Recommendation
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.
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:
Frequently Asked Questions
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