PROCESS CONSULTING, DIGITAL TRANSFORMATION AND OUTSOURCING
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.
Snowball debt reduction
Retirement income planning
Pension/social security maximization
9 circle strategy
Laddering strategies using various certificates for cash management
Using trusts in order to reduce/provide liquidity for estate taxes and/or provide regular stream of income
TERI (Tax efficient Retirement Income)
Why Valenta’s Virtual Paraplanning Services
Largest provider of Paraplanning services globally
We have the largest team of highly experienced virtual Paraplanners, equipped to offer a range of services in the fastest possible time
Award winning team
Leading our team of virtual Paraplanners are award-winning Financial Advisors, with a combined experience of more than 500 years
We have an ISO 9001 Certification for quality management systems in Paraplanning
Extension of your team
Our virtual Paraplanners can act as dedicated resources trained in your processes and practices ensuring they deliver effectively, in competitive environments