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Financial Planning with Outsourced Paraplanning Services
Get reliable, hassle-free paraplanning outsourcing support that enhances efficiency and delivers solutions tailored to your clients’ goals.
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Offshore Paraplanning Support That Powers Growth and Client Satisfaction
Financial planning should drive growth, not drain your time. Our outsourced paraplanning services support U.S.-based financial advisors and financial planners by managing time-consuming back-office tasks.
Our paraplanning expert team handles everything from data input and strategy support to accurate documentation. This allows you to deliver high-quality financial advice without the administrative burden.
Service Packages We Offer
Comprehensive Plan
All-in-one support for advisors managing complex client portfolios.
- Full data input and plan documentation
- Insurance sales illustrations
- Strategy calls and Morningstar reports
- Tools supported: eMoney, MoneyGuidePro, NaviPlan, RightCapital, and others
- Social Security analysis and pension maximization
Simplified Plan
A leaner option ideal for single-goal planning and quicker turnarounds.
- Data input and plan documentation
- No insurance sales illustrations
- Focused, single-goal planning
- Data provided through client-completed intake forms
Custom Plan
We’ll help you build a plan that works perfectly for your firm.
- Comprehensive data input
- Customized plan documentation
Services
End-to-End Paraplanning & Admin Support Services
Our expert paraplanning outsourcing services are tailored to meet your firm’s financial planning and operational support needs.
- Presentation Preparation
- Research Article Summaries
- In-Meeting Support
- Client Email Communications
- Money Movement Coordination
- Trade Execution (Buy/Sell)
- Post-Meeting Summary Letters
- Morningstar Reports (Current & Proposed)
- Tracker Maintenance and Review
- Form Handling (New Accounts, Insurance, New Business, etc.)
- Sales Illustrations (Life, Disability, LTC Insurance, Reprojections)
- CRM Activities (Prospect Management, Dashboards, Reporting)
Please note: The services listed above are indicative. We customize our offerings to align with your firm’s unique requirements.
Delivering Offshore Paraplanning Expertise for Scalable Admin Support
Complete Flexibility
Scale your team flexibly with part-time, full-time, or ad-hoc paraplanning support, all tailored to your firm’s evolving needs.
Experienced Paraplanners
Our outsourcing paraplanners are proficient in tools like eMoney, NaviPlan, and RightCapital, ensuring smooth integration with your workflows.
Accurate and Compliant
We create accurate, well-structured financial plans that follow best practices, giving you confidence and ready-to-share results.
Outsourced Paraplanning Services at a Glance
A Structured breakdown of strategic and operational support for financial planning firms and advisors.
Financial Planning Services
Strategic support that empowers financial advisors to deliver tailored, compliant, and client-focused advice.
Operations Support Services
Efficient back-office solutions that simplify administration, ensure compliance, and boost overall advisor productivity.
Flexible engagement models tailored to your firm’s workflow and client service goals
Choose the level of support that aligns with your operations. Our paraplanning services are available through flexible engagement models:
Part-Time Paraplanners
Scalable and cost-efficient support for growing firms or seasonal needs, with no long-term commitment required.
Full-Time Paraplanners
A dedicated paraplanning expert who works as a seamless extension of your team for ongoing support.
Job-Based Engagements
On-demand, task-specific support that gives you full control over costs and project delivery.
Trusted. Integrated. Reliable.
Your Preferred Platforms,
Our Expertise.
Our team is experienced in all leading accounting platforms. From QuickBooks to NetSuite, we integrate smoothly into your existing workflows to ensure uninterrupted service and consistent results.
- Accounting & Bookkeeping
- Documents Management
- Tax software
- Payroll
Data Security
Your Data is Treated with the Utmost Care. We are ISO 27001 certified, ensuring your data remains secure and compliant with local data protection regulations.
Accreditations & Partnerships
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Looking to outsource accounting or streamline your back-office operations? Book a free consultation or request a trial to discover how our expert consultants can support your practice’s growth.
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Frequently Asked Questions (FAQs)
Offshore paraplanning involves delegating back-office tasks such as data input, plan creation, and documentation to trained professionals overseas. Using U.S. financial tools, best practices, and adhering to regulatory requirements, our experts support your team to improve efficiency and ease your workload.
Want to see offshore paraplanning in action? Read our case study on how we helped a U.S. financial planning firm streamline its financial plans and administrative tasks with expert paraplanning support.
Yes, we build our paraplanning services to scale with your firm as it grows. befree supports you through your growth, offering consistent, high-quality support as you take on more clients or add new services.
Yes, reliable offshore paraplanning providers use secure platforms, follow strict data security measures, and comply with international standards to protect client privacy.
We’re proficient in MoneyGuide and NaviPlan, and we also work with eMoney, RightCapital, and other platforms you prefer. Our paraplanning team integrates smoothly with your existing systems to support your workflows.
Outsourcing paraplanning allows financial advisors to reduce administrative workload and overhead costs while strengthening client relationships. We handle tasks like data entry, plan documentation, and research, so advisors can work efficiently and scale with confidence.
We communicate through secure email, video calls, and project management tools like Zoom to ensure clear and seamless coordination.
Discover More Services
Explore additional support services designed to help grow and streamline your firm.