Businesses in financial planning have various tasks that need to be executed day-to-day, and most practices are over-loaded with work that stress their deliveries. Our well-trained financial planning assistants can support you, by sharing several tasks. Our financial adviser support teams and financial planning administrators, help you manage activities such as obtaining super information, preparing quotes, advice implementation, annual review, ongoing client management, business administration and much more.
Valenta BPO has the largest team of financial planning administrators spread across the globe, ensuring clients of efficient service with a quick turnaround time.
Our professionals are led by award winning financial advisors, with a combined experience of 100+ years. This ensures effective and timely execution and delivery.
We offer dedicated resources trained in the client’s processes and practices, enabling seamless functioning with the client’s teams.
We work will large corporate to small businesses. We can customise an outsourcing or captive solution to meet your requirements.
$ 2,200 /per month
$ 1,100 /per month
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