From 1 July 2020, we have changed our name to ROAR Software, please visit our new website at https://roarsoftware.com.au
Paraplanning is a valuable function that every financial planning practice needs. Not only does it require a high degree of technical knowledge, more importantly, but it also requires exceptional written skill to translate the technical into simple concepts for the everyday client.
For many practices, the cost of paraplanning is high, especially if it is not off-shored. This cost can be further acerbated if a high volume of advice documents are required to be generated within a short timeframe, such as moving licensees or transitioning to a new platform to save on fees.
Having an Outsourced Paraplanning solution which helps with these events will allow you to execute your business strategy quickly and effectively.