Recent Case Studies


As a leading Big 4 National Dealergroup the need to support their internal paraplanning team became a priority in their pursuit to deliver timely, compliant quality Statement of Advices that were in line with their business rules. It was imperative that the outsourced paraplanning support had the ability to align with their business rules and […]

Small to Medium Sized Businesses

With their practice quickly expanding and the attrition of their internal paraplanning team to financial planners they no longer had adequate support to meet the demands of their planners and the advice documents that they were generating.

One-man Band

With his referral base increasing and increasing new client leads the time required to service the new and existing client relationships increased. He no longer had the capacity to prepare the Statement of Advices but was not ready to commit to adding additional internal resources.

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