Paraplanning| Loan Processing | Book Keeping | Accounting | Virtual Assistance
We are an Australian owned outsourcing company with our Head Office in Brisbane and our Service Delivery Centre in Bangalore, India. Starting in 2011, today we work with Financial Advisors in Australia, United Kingdom and Canada providing efficient and cost effective solutions.
We are a team of qualified professionals who are able to problem solve and offer solutions. In Australia, our clients include Super Funds, Dealer Groups and Individual Financial Planning and Mortgage Broking practices.
In the United Kingdom and Canada, our clients include Financial Planners.
Valenta BPO offers Paraplanning support to Financial Planners.
Valenta BPO offers loan processing support to mortgage brokers and advisors.
Valenta BPO Book Keeping / Accounting is Designed to save time and money.
Valenta BPO Human Resource Support by far one of the most crucial functions in any Industry.
Valenta BPO Admin Support is designed to assist your business in day to day operations.
Start outsourcing today to increase your business efficiency.
We use One Drive for Business where applicable, for secure document sharing and storage. Securely store all your files and share them with co-workers. Each user gets 1 TB of storage. Sync files across devices and access them anywhere, even when you’re offline. Find the files you need in seconds with simple search.
We use Skype for Business for audio & video communications between our offices and clients. Skype for Business offers meetings, messaging and video with up to 250 people; and features Enterprise-Grade security management of employee accounts. You are also able to find anyone in your company and schedule meetings in Outlook.
SPREADSHEET EASY Instantly familiar, so everyone on your team "gets it" and hits the ground running. With one centralized, always-available tool, you’ll work smarter, not harder. WORKS YOUR WAY Flexible to manage any kind of work — from simple task lists to complex processes. Attach files, set alerts, automate workflows, view Gantt charts and more. SCALES QUICKLY Smartsheet delivers the security, integrations, and controls that exceed corporate requirements. User embraced, IT approved.
Our Process Improvement Cycle
Our Directors are very well experienced in operating multiple Financial Planning practices in Australia and hence we understand your day to day operations.
Starting in 2011, today we work with Financial Advisors in Australia, United Kingdom and Canada.
Our Global Head Office is based in Brisbane CBD and our Service Delivery Center is based in Bangalore, India. Hence, allowing us to provide efficient and cost effective solutions.
In Australia, our clients include Super Funds, Dealer Groups and Individual Financial Planning and Mortgage Broking practices.
OUR QUALITY ASSURANCE
Ready to Start
Valenta BPO paraplanning has identified gaps in the Financial Planning industry (Service Level Agreements blowing out and high costs of plan preparation) and aims to bridge the gap to ensure the end result is in the clients best interest by offering high quality paraplanning support to Financial Advisors. By outsourcing paraplanning to Valenta BPO
Human Resource is by far one of the most crucial functions in any Industry. We are all aware that the Human Resource Department plays an extremely vital role right from sourcing talent to engaging with them through training and various other activities and also retaining that talent.
At Valenta, we understand that this department is extremely specialized however