Paraplanning Support
Let us handle the time-consuming tasks, so you can focus on building stronger client relationships. Our comprehensive paraplanning services include:
- In-depth investment research
- Customized client profiles
- Thorough portfolio analysis
- Advance Planning and Portfolio Rebalancing
- Ensuring compliance
- Detailed client reporting
With our support, you’ll have more time to provide personalized advice to your client and grow your business.
Admin and Back-end Support
Let us handle the administrative burden, so you can focus on what truly matters: building strong client relationships and growing your business. Our admin assistants provide expert support for tasks such as:
- Data entry and management
- Custodial paperwork
- Coordinating with app support services
- CRM updates and maintenance
- Client follow-ups and communication
With our reliable and efficient support, you’ll gain valuable time and resources to elevate your practice.
What you will get?
Flexibility
Choose the work model that best suits your needs. Whether it's 2 hours per day, 4 hours per day, or a dedicated full-time assistant, we offer flexible options to accommodate your specific requirements.
Dedicated Team Support
Our team is committed to providing personalized and reliable support. You'll have a dedicated point of contact who understands your business and can assist you with your specific needs.
Cost Effective Solutions
Our services offer a cost-effective alternative to hiring full-time employees. You'll benefit from reduced overhead costs and the ability to scale our services as needed.
Improved Client Relationships
By freeing up your time to focus on high-value activities, you can enhance your client relationships and provide exceptional service.
Improved Efficiency and Business Growth
Our services can help you streamline your operations, reduce errors, and improve overall productivity. This can lead to increased revenue and business growth.
Tools & Software
E-Money Planning Software
Asset Map
money guide pro
right capital
Advyzon
value line
morningstar advisor station
Y Charts
Salesforce CRM
Redtail CRM
notion
click-up
Schwab
Fidelity
- Connect Now
- aamishaaftab@gmail.com
what clients say
Testimonials
” I cannot express my gratitude enough for the effort and care you both put into this project. Your dedication, extra hours and willingness to revise and adapt are exemplary. The meeting went exceptionally well. I am extremely pleased. More is to come, but I just wanted to tell you that this would not have been possible without your contributions.”
“I am very pleased to see your ownership and organization of the project”
“The way you are interacting with clients via email is excellent. Also, I love the language”
Get In Touch
Book a Free Call
Thank you for taking the time to learn more about me and my work. If you have any questions or would like to collaborate, please don’t hesitate to reach out.
