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 to solve the problem of PROD, due diligence and documenting our CIP."
"We are looking to acquire another firm, and need an independent view of the client holdings."
"We have a lot of 'legacy' clients we are not sure how to look after."
"I know our paraplanning team can be more efficient, I am just not sure how."