We offer outsourced paraplanning services, backed by our team of professionals equipped to define and manage, the day-to-day operations of a Financial Planning business. This includes pre-SoA tasks, SoA preparations and post SoA implementation, all critical but time-consuming activities.
We offer financial advisors a range of financial planning support services helping them manage their financial planning operations more efficiently. Our administrative resources are skilled in several aspects including but not limited to advice implementation, annual reviews, and business administration.
Valenta BPO offers businesses customised solutions in Process Consulting, Digital Transformation, and Outsourcing helping them enhance their efficiency in several critical areas of operation. Our team is led by professionals with rich experience in offshore operations and proven domain expertise, supported ably by 200+ professionals.
We provide outsourcing solutions to hundreds of businesses across Australia, New Zealand, United Kingdom, United States, Canada, Hong Kong and Singapore. We are committed to offering innovative outsourcing solutions to help businesses gain a competitive edge in the marketplace.
Jayesh Kasim talks about how Valenta BPO engages with businesses around process consulting, digital transformation and successful outsourcing.
Our goal is to be at the heart of the financial services industry as businesses expand across the globe.
Chief Executive Officer
Nat and Clare talk about Arthur J Gallagher improving efficiencies with Valenta’s outsourced solutions.
Adam Armsby talks about the quality, efficiency and cost-effectiveness of Valenta’s accounting solutions.
Tim Charles talks about how the work of their dedicated resources is overseen by a manager for no additional cost.
John Pollock talks about the flexibility of Valenta’s solutions in scaling operations based on seasonal workloads.
Bill from Infocus Wealth Management talks about the 3 key things that contributed to the success of outsourcing and building a close relationship with Valenta.
Anthony from Evolve Accounting talks about the flexibility of the arrangement, clarity on pricing and “let’s make it happen” approach.