Seamlessly extend your team with our qualified resources and iron clad data security.
Create more capacity with outsourced paraplanning services. Our RG146-Certified specialists provide you with SoA preparation, paraplanning support other services across both simple and complex strategies for a fraction of the local cost.
We take care of all your SoA needs
Our RG146-Certified specialists provide you with end-to-end SoA outsourcing services that include client data entry, research and comparison of super and insurance products, preparation of Best Interest Duty/Alternative Strategy documents, creation of Fact Find documents, and Retirement Analysis and Cash Flow Modelling.
Quick turnarounds for SoA outsourcing
Running out of time? We have incredibly quick turnaround rates. Our team can return a simple SoA/RoA in 1 day, a moderate SoA/RoA in 2 days, and complex SoAs in 3-4 days. We’ve completed over 25,000 SoAs and our expertise has been developed by using tools like Xplan, AdviserLogic, COIN, Midwinter, and Plutosoft.
Superannuation and insurance – covered
Your clients remain covered at all times as our outsourced paraplanning team obtains existing client superannuation and insurance information, completes pre-assessments, ensures funds are invested as instructed, and completes existing insurance cancellation letters – all on your behalf.
Reduce time spent on correspondence
Focus your time on your clients rather than sending emails back and forth or waiting on hold. Our outsourced paraplanning services include correspondence with insurance underwriting teams and regular follow-up calls to providers to check application statuses.
Access a multitude of advisor support services
Our outsourced paraplanning team provides a diverse array of advisor support services that include maintaining client information in your CRM, setting up new super accounts or Managed Funds with adviser login, tracking advisor commissions and splitting of payments, and preparing annual review documents using your templates.
Outsource paraplanning services as you need to
Customise your SoA and paraplanning service package to your needs. You can engage a dedicated paraplanner, dedicated advisor support, a dedicated paraplanner + advisor support, or volume-based SoA & supporting documents for a fixed fee. Just let us know what works for you.
Our unique outsourcing model delivers
We don’t just connect you with resources. We take on the risks of staff management, training and quality assurance. Fast, flexible, reliable and affordable.
Plug & Play
79% of our clients are up and running in less than 7 days
ISO27001 certification to ensure iron clad security of all data
Pay per job, enabling you to scale up and down as needed
Real Time Portal
Status of all tasks at your fingertips in real time
You delegate the work and we take care of all staff management
Centre of Excellence division to ensure ongoing staff training and keep knowledge up to date
Robotic Process Automation
Application of RPA to connect unrelated software and maximise efficiency
All work is subject to our internal quality checks before being delivered to you
The pressure is mounting…
Financial planners are under more strain than ever before.
Qualified resources costs go up and up, but clients put constant downward pressure on costs.
It’s hard to get people qualified, trained and experienced – so you’re leaving money on the table
Using the cloud is one thing, using the cloud through third parties is another, and nothing spells risk like client data.
SuperRecords has delivered superior service in every instance and I have no hesitation recommending them to other financial planning firms.Julie N Step Up Financial Group
Super Records is a critical part of my business these days and they are consistent in delivery and time effective in our client delivery experience.Fernando C Midelca Financial Solutions
SuperRecords provides high quality and efficient back-office support. They are professional for deal with and have a very clear and efficient process.Sook S Enspira Financial