We fully understand the day to day demands of a Financial Planning business, the need for quality and compliance on SoAs, and the required response times. We realise that outcomes offered in wealth management draw a strong regulatory focus, and it is important for advisers to undertake exhaustive research before making client recommendations. Considering that this is time consuming and leaves little for business development, outsourcing paraplanning to our experts at Valenta is a viable option.
We have the world’s largest team of paraplanning and financial planning admin professionals. This gives us both bandwidth and expertise to offer dedicated teams to clients based on requirements. We create high quality compliant SOAs enabling you to focus on building client relationships, thereby improving overall profitability.
Trained on industry-leading software applications, our paraplanners work to enhance efficiency and make businesses more profitable. You have the flexibility to choose from our range of services, selecting only those modules that are relevant to your business model.
We have the largest team of highly experienced paraplanners with expertise to offer a range of services in the quickest possible time.
Our paraplanning specialists can act as dedicated resources trained in your processes and practices ensuring they deliver effectively in competitive environments.
We have an ISO 9001 Certification for quality management systems in Paraplanning.
Leading our team of paraplanners are award-winning financial advisors with a combined experience of 80+ years.
We understand the day to day operations of a Financial Planning business. Our Financial Planning Admin staff are trained to assist with all Pre SoA tasks.
Valenta technology consulting provides end-to-end services, from strategy to implementation, to help you accelerate change and deliver business.
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