Building Lasting Relationships

Contact 2018-08-22T06:14:54+00:00

Let’s Work Together

We will see you prosper most when we are there, present in your office, managing the outsourcing process. We only work with a select few licensees as to maintain a deep and meaningful relationship.

Start A Pilot Program Today!


Tailored Financial Packages

20 SoA's Per Month

$489/SoA
  • Your dedicated paraplanner
  • Pay as you go service for vetting
  • 2.25% discount on pricing
  • 5-7 business day SoA turnaround
  • Access to compliance consulting service
  • 100% Secure and Encrypted data
  • $49.95 per month per user for Planner Portal
  • Any type of financial strategy

40 SoA's Per Month

$450/SoA
  • Your dedicated paraplanners
  • 10% of SoA’s vetted by Head of Compliance
  • 11.11% volume discount
  • 5-7 business day SoA turnaround
  • Quarterly compliance report delivered
  • 100% Secure and Encrypted data
  • Free use of Planner Portal
  • Any type of financial strategy

80 SoA's Per Month

$404/SoA
  • Your dedicated team of paraplanners
  • 20% of SoA’s vetted by Head of Compliance
  • 23.76% Volume Discount
  • 5 business day SoA turnaround
  • Monthly compliance report delivered
  • 100% Secure and Encrypted data
  • Free use of Planner Portal
  • Any type of financial strategy
Alex Gassner ComplyX

Our Commitment To You

“We are building exclusive, long-lasting business relationships where we become an extension to your business. We achieve this by physically having one of our team in your office 1 day a week throughout the pilot program. A combination of offshore/onshore outsourcing gives your business the opportunity to save on costs whilst not compromising quality or compliance.

ALEXANDER GASSNER   •   FOUNDER