About Paraflo
Paraflo provides outsourced paraplanning support for financial advisers and firms, helping you deliver thorough, compliant advice without the overhead of an in-house paraplanning team. We produce high-quality reports, illustrations, and research, tailored to your clients’ needs, so you can focus on building relationships and growing your business.
FAQs
Q: What services does Paraflo offer?
We provide comprehensive paraplanning support, including financial reports, suitability letters, illustrations, research, and ongoing advice administration. Each service is tailored to meet your firm’s style and compliance requirements.
Q: Why choose outsourced paraplanning?
Outsourcing saves time and cost, provides flexibility during peak periods, and gives you access to experienced paraplanners without the commitment of hiring in-house staff.
Q: How long will it take for you to work on my case?
Typical turnaround depends on the complexity of the case. We aim to review cases within a maximum of 2 working days, and provide a draft report within a further 5 working days. However, this is dependent on whether you are on the pay-as-you-go service or the monthly retainer service level.
Q: Will my client information kept confidential?
Absolutely. We adhere to strict data protection and confidentiality standards. Client details are never shared outside of the work required for your case.
Q: What information should I provide when submitting a case?
Please include client details, case objectives, any recommendations already given, and the wrapper recommended. The more complete the information, the faster we can work.
Q: Can I submit multiple cases at once?
Yes of course. Please submit each case using a separate case submission form or via the case submission document to ensure clarity and accuracy.
Q: Can I make changes after case work submission?
Yes. If you need to update or add information after submitting a case, please email us with the updated details referencing your original submission.
Q: What templates do you use for reports?
We can work on any of your existing templates. If you provide these to us, we ensure that the work we produce is consistent with the reports you already deliver to your clients.