Increased regulatory requirements and client servicing commitments ultimately limit adviser productivity time. Through our technical support we give advisers the breathing space needed to focus on their business goals and/or lifestyle goals.
Flexible Paraplanning Solutions.
Boosting Productivity
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Outsourcing gives advisers the flexibility to increase and decrease capacity according to their business inflow and cashflow.
What we can do for you:
- Suitability reports
- Cashflow modelling
- Chasing provider information
- Technical calculations
- Client review letters
- Provide valuable input
Benefits of outsourcing:
- Flexible
- Greater cashflow control
- Access specialist knowledge
- Free up internal resources
- No recruitment
- No training
"I have no hesitation in recommending 1to1 Paraplanning as a flexible paraplanning solution."
"1to1 Paraplanning have previously worked with our back office system and quickly assimilated The Fry Group’s advice process, including cash flow modelling and risk/capacity for loss analysis. Just as importantly, their additional support has helped me focus on building better client relationships whilst improving response and business turnaround times. Thus enabling a meaningful increase in business production."
Ian Gilmour, Wealth Manager.
#The Fry Group #FTAdviser #Top100
GDPR
Viewing Files Securely
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The use of technology in financial services has led to a paperless world and undoubtedly made outsourcing a seamless option.
We understand that your client data is sensitive and files need to be worked on in a secure manner. Our data management processes are regularly reviewed in line with GDPR compliance.
What We Do
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Den is a web design, digital marketing, and content creation house that specialises in the financial services sector.
Den Media is a unique agency with a team of designers that is supported by content writers and brand development managers with a background in asset management and financial journalism.
