We fully understand the routine demands of a financial planning business, the need for accuracy, compliance, and response times. We also realise that outcomes offered in wealth management attract an intense regulatory focus, and it is important for advisers to do exhaustive research, before making client recommendations.

This is time consuming and leaves you with little time for business development. Outsourcing paraplanning to us at Valenta will reduce your workload and business costs. Our virtual Paraplanners assist Financial Advisors to streamline processes offering services such as data entry, reviewing supporting documents, modelling scenario’s and finalising high quality plans.

We have the world’s largest team of virtual Paraplanners and Financial Planning administration experts, enabling us to offer additional resources with specific skill sets, or dedicated teams, based on client requirements.

Trained on industry-leading software applications, our virtual Paraplanners work to enhance efficiency and reduce business costs. You have the flexibility to choose from our range of services, and opt for only those offerings relevant to your business model.

Single Strategy

Each Additional Strategy