Who are you?
"I just want to spend more time with clients but admin, research and report writing is holding me back."
"We are ambitious and growing and need an 'engine room' to help us drive the business forward."
"Our team of paraplanners are great, but they struggle with the fluctuations in workload and need a pressure valve."
"We are struggling to deliver our MiFID II interim suitability reviews on time."
"Our administration team struggle to manage fluctuations in workflow."
"We are not sure how our CIP fits in with Consumer Duty."
"We understand how important due diligence on providers is, but it's hard finding the time to do it as well as we would like ."
"We have a lot of 'legacy' clients we are not sure how to look after."
"We know file checking is important, but it's so time consuming"