ComplyX Outsourced Paraplanning

BACKGROUND

ComplyX, by way of introduction, is a provider of back-office support services to financial services companies in Australia and has very distinct service offerings which include paraplanning by onshore Australian paraplanners and offshore paraplanners in Cebu, Philippines, administrative support, CommPay support and compliance consulting

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WHAT WE DO

ComplyX are experts in the use of XPLAN and Midwinter. All paraplanners have at least 4 years’ experience with the majority being career paraplanners. We are happy to communicate with your adviser network over any form of communication. Our process is to use our client’s software environment to produce SoA’s.

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OUR CLIENTS

We have worked with all types of licensees, from running transitional programs completing 550 SoA’s over 8 weeks, all the way to working with smaller licensees who outsource 10 SoA’s a month. Our aim – to offer a high touch service, exceeding quality and turnaround times. Click below to see recent references from clients.

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OUR CLIENTS

Here is a sample of our current and past clients:

LET’S WORK TOGETHER

We work as a single united team with market leading paraplanners. As a result we, give our clients the highest quality service possible.

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