Tailored Financial Packages

Packages 2019-03-18T04:39:11+00:00

Uniquely Built For You

Dedicated staff exclusive to your business.

In the end we are a boutique that wants to deal with other boutiques. We only partner with certain businesses that are looking for long-term growth prospects. After a pilot program we sign a 12 month agreement. In our business we are not looking to be a global, billion dollar business. 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.

10 SoA's Per Month

$695/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

25 SoA's Per Month

$645/SoA
  • Your dedicated paraplanner
  • 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

40+ SoA's Per Month

$605/SoA
  • Your dedicated paraplanner
  • 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

Vetting Each Request

450SoA
  • Pre-vet of SoA and all supporting info
  • Works well for new advisers joining network
  • Is BID being met?
  • Independant quality control
  • Supports your existing framework
  • 100% Secure and Encrypted data
  • Free use of Planner Portal
  • Vetting report issued

Financial Growth

Real Growth For Your Business

The next 5 years will be imperative for your business to succeed. With rising costs and compliance, you need to reduce your back office costs to be as small as possible. We help you achieve this through a combination of onshore/offshore resourcing. 

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