Here are the questions advisers ask us most about working together: how cases are submitted, how long things take, and what's included. If yours isn't here, get in touch.
FAQs
What does Paraflo do?
We write suitability reports, financial planning reports and illustrations, and do the research and advice administration that goes with them. Work is based on the information and instructions you give us, within the scope we've agreed.
Why outsource paraplanning?
You get experienced technical support without the cost and commitment of hiring. It's flexible when things get busy, it helps keep your output consistent, and it gives you more time for clients.
How do I submit a case?
Through GoSubmit, our secure case submission platform. The login is on the "Case submission and tracking" page. Please include the supporting documents with each case so we can get started efficiently.
When does work start on my case?
Once we've reviewed the case and confirmed it's workable. That means we have all the documents we need, saved correctly, and enough information to begin. If anything is missing or unclear, we'll contact you before we start.
How long will it take?
It depends on the complexity of the case and your service level. As a guide, we review cases within up to two working days of confirming they're workable, and send a draft report within a further five working days. Retainer clients get priority access, subject to capacity and complete information.
Can I submit more than one case at a time?
Yes, but please submit each case separately. We can only work on one case at a time, so if you have a preferred order, let us know when you submit.
Can I add information after submitting a case?
Yes. Upload extra documents to the case's existing folder, then email us to confirm, especially if the new information could affect the advice, calculations or scope.
What if information is missing or unclear?
Work pauses until we have what we need, and timescales may move. Once we've triaged the case, we'll let you know if this applies.
Can you use my report templates?
Yes, as long as we have them at onboarding or before case work starts. That keeps your reports consistent with what your clients already receive.
How is client data kept confidential?
We handle client data in line with UK GDPR, with security built into how we work. Cases and supporting documents come in through GoSubmit, which is the controlled way in for sensitive information. They're stored securely in our OneDrive with role-based access, so only the people working on the case can see them.
We share completed work through secure links rather than email attachments, which keeps risk down and leaves a clear audit trail. Client information is never shared beyond what's needed for the agreed work.
What happens when a case is completed?
We save the final outputs in our folders and share them with you through a secure link. Once you've confirmed and any agreed amendments are done, the report is marked final and the case is archived securely.
Can I use Paraflo on a pay-as-you-go basis?
Yes. You can use us case by case with no minimum volume, subject to capacity and complete information. Retainers are there if you'd like regular support.
Who is responsible for the advice?
You are. We provide paraplanning support based on the information and instructions you give us. Responsibility for the advice, including suitability and compliance, stays with the adviser and the adviser firm.
What don't you do?
Unless we've agreed it, we don't speak to clients directly, chase providers, give compliance sign-off, or submit applications for advisers.
Are we the right fit?
We work with firms of all sizes. Our best working relationships tend to be with firms that communicate openly, work collaboratively and see paraplanning as more than report writing. We aim to be a trusted extension of your team, and we'd rather build something lasting than do one-off jobs.