PROCESS CONSULTING, DIGITAL TRANSFORMATION AND OUTSOURCING
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.
Functions of financial planning administrators
Implementation of advice
Ongoing client management services
Statements on fee disclosure
Tracking and Splitting of Commissions
Pre-population of forms
Data entry into CRM/other industry-standard software
Annual review of document preparation
Setting up of bank payments
Gathering of research information
Why Valenta’s financial planning administrators
Largest team of financial administrators globally
Valenta BPO has the largest team of financial planning administrators spread across the globe, ensuring clients of efficient service with a quick turnaround time.
Expertise in a wide range of software and tools
Our professionals are led by award winning financial advisors, with a combined experience of 100+ years. This ensures effective and timely execution and delivery.
Extension of your team
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.
How does Valenta’s financial planning administrators works