Enzumo Paraplanning is our innovative and effective outsourced service drawing on the expertise of highly experienced paraplanning providers, ensuring the right advice delivery fit for your business.
Enzumo focuses on producing high-quality, fully integrated, and visually appealing Advice Documents on a 'needs only' basis, using XPLAN financial planning software.
Our paraplanning partner has the ability to produce Advice Documents within Enzumo's own XPLAN site or within a practice's XPLAN site.
Our Solution
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.
Additional Administration Support Services offered by SOAs2U:
Data Entry
Preparation of Review Packs
Opt-in / FDS Preparation
Terms of Engagement
Audit Checks.
