Shaw and Partners has engaged ComplyX for ongoing work after a successful pilot. We are confident in their ability to deliver complex SoAs and provide a high touch service across our entire network.
We happily receive feedback on our current process, template and XPLAN software wizard and this guidance from ComplyX has been very productive for our business operations. We have had some teething problems with our SoA at XPLAN and Alex has been assisting us through the process on this.
There has been a consistent commitment on communication not only by ComplyX paraplanners to our advisers but also by ComplyX management to lead the project successfully and engage with key stakeholders within our business.
We look forward to continuing to build a longer-term relationship with ComplyX and would recommend them as an outsourced paraplanning company. I am happy to be called or emailed personally to provide a verbal reference. Please request my details from Alex.