We are ISO 9001 Certified for paraplanning and ISO 27001 Certified for Information Security
We have a team of 90+ paraplanners and growing each month.
Our team of paraplanners are highly qualified and are up to with the industry by completing 3 CPD each month.
We work with Large Multi-National Dealer Groups as well as several Individual Practices.
We work with 4 of the largest national level dealer group practices as well.
We have expertise in various software's (Xplan, COIN, Midwinter, Advisor Logic)
you need a part time or full time dedicated Paraplanner
you need transactional Paraplanning
$ 2,500 /per month
$ 1,250 /per month