Enzumo Paraplanning is our innovative and effective outsourced service drawing on the expertise of a panel of highly experienced paraplanning businesses. Leveraging our panel of paraplanning businesses ensures the right advice delivery fit for your business.
Enzumo focuses on producing high-quality, fully integrated, visually appealing Advice Documents on a 'needs only' basis, using XPLAN financial planning software.
Our paraplanning partners have the ability to produce Advice Documents within Enzumo's own XPLAN site or within a practice's XPLAN site.
Partnering with Enzumo to deliver your paraplanning needs provides the following benefits:
- A partner that delivers a more reliable and efficient paraplanning solution.
- A service organisation that has the efficiency of your XPLAN system as its priority.
- A service organisation that contacts you, makes recommendations and keeps you informed.
- A partner who really understands the day to day operational needs of financial planning practices.