Working
Together To
Grow Your Business

Paraplanning| Loan Processing | Book Keeping | Accounting | Virtual Assistance

Specialists in Outsourcing

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.

valenta-loader

OUR SERVICES

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.

Paraplanning

Valenta BPO offers Paraplanning support to Financial Planners.

Loan Processing

Valenta BPO offers loan processing support to mortgage brokers and advisors.

Booking Keeping / Accounting

Valenta BPO Book Keeping / Accounting is Designed to save time and money.

Real Estate Support

Human Resource Support

Valenta BPO Human Resource Support by far one of the most crucial functions in any Industry.

Admin Support

Valenta BPO Admin Support is designed to assist your business in day to day operations.

Want a quick start ?

Start outsourcing today to increase your business efficiency.

Microsoft One Drive for Business

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.

Skype for Business

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.

Online Tracking System

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

Define Process

Commence Service

1 month review & process improvement

3 month review & process improvement

6 month review & process improvement

staff valenta

Why Valenta?

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.

  • Reduce your operational costs and overheads
  • Ability to service more clients
  • Focus more on “income generating” activities
  • Benefit from Valenta’s infrastructure – Security, Data Management
  • Staffing Flexibility
  • Take customer service to a whole new level.

OUR QUALITY ASSURANCE

  • We are ISO Ready
  • We create Job Descriptions as per your needs
  • We create Online Tracking Systems
  • All our staff complete a minimum of 36 CPD Points p.a
  • We have 1 Team Leader for every 10 staff
  • We have 1 Operations Manager for every 10 Team Leaders
staff

Ready to Start

Security & Privacy

  • We are ISO Ready.
  • Our Bangalore India office is provided with 24 hour security staff.
  • Our Operations Room is a printer, scanner and fax free zone. No client information can be printed or taken out of the Operations Room.
  • Our Operations Room has a shredder and a Document Destruction Register.
  • Our Bangalore Office has CCTV monitoring which can be viewed over the Internet in real time.
  • Our Bangalore Office is enabled with a Bio Metric security device to track staff identification and attendance.
  • Only Bangalore Office staff provided with an access card are allowed entry into the Operations Room.
  • As an added security measure with regard to your paraplanning software such as Xplan and Coin etc, you may wish to establish a separate group and provide us access to clients only within that group.
  • The computers that our team work on have up to date anti-virus software installed to protect company data and our clients (your business) data.
  • There is no USB or removable media access available on staff computers.
  • Personal laptops and mobile phones are not permitted on the Operations Floor.
  • Our staff’s access to personal emails and accounts such as Yahoo, Gmail & Hotmail are blocked.
  • Staff access to all social media sites (eg. Facebook, Twitter, LinkedIn) are blocked unless the update of social media forms part of a particular staff member’s duties.
PARAPLANNING

PARAPLANNING

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

HUMAN RESOURCE

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

BOOK KEEPING

BOOK KEEPING

Valenta BPO offers Book Keeping services to a wide range of businesses. We understand every business needs to focus on business development activity and maintain day to day operations. Our solution is designed to save time and money

CORE VALUES

Efficient

Our team understand the importance of time and Service Level Agreements (SLA’s) and hence strive to complete tasks by agreed timeframes.

STRATEGY

Our services are designed to enable businesses to focus on core business tasks which are important to grow a sustainable business.

Specialized

Our team of qualified professionals have worked in various industries ranging from Financial Services, Real Estate, Accounting, Human Resource and Information Technology.