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Smarter Paraplanning, Better Results

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Outsourced Financial Planning Services Tailored to Your Needs

Every financial planner works with clients who have different goals and needs. That’s why our outsourced financial planning services are designed to support them in meeting their client requirements.

We offer three distinct service plans, each customized to accommodate your unique needs. Our services are delivered through a job-based commitment model.

Comprehensive Plan

  • Data input
  • Plan documentation
  • Insurance sales illustrations
  • Strategy calls
  • Morningstar reports
  • Reports from financial planning tools (eMoney, MoneyGuide, NaviPlan, RightCapital, etc.)
  • Social security calculator
  • Pension maximizer

Simplified Plan

  • Data input
  • Plan documentation
  • No insurance sales illustrations included
  • Data to be provided in a data-gathering form
  • Single goal plan

Custom Plan

  • Data input
  • Plan documentation

Make Financial Planning Easier with Our Operations Support

Smooth back-office operations are key to effective financial planning. befree’s support services help financial advisors and planners handle admin tasks, stay compliant, and communicate better with their clients.

The operations support services are delivered through two engagement models: full-time resource and part-time resource.

Enhancing Cash Flow and Customer Relationships Through Streamlined Order to cash and account receivable services

Services we offer*

Presentations

Research Articles

In Meeting Support

Emailing Clients

Money Movements

Trades (Buy/Sell)

Post Meeting Summary Letter

Morningstar Reports (Current & Proposed)

Maintaining/Reviewing Trackers

Forms (New Account Opening, Insurance, New Business, etc.)

Sales Illustrations (Life, Disability, LTC Insurance, Reprojection for Permanent Policies, etc.)

CRM Activities (Adding Prospects, Running Dashboards, Reports, etc.)

*The services listed above are not exhaustive and can be customized to meet your specific needs.

Paraplanning Services

Our outsourced paraplanning services seamlessly combine strategic planning with expert support, ensuring financial advisors can focus on delivering value to their clients. This synergy enhances efficiency, compliance, and client outcomes.

Flexible Engagement Models for Outsourced Paraplanning

Benefits of Our Paraplanning Services

Cost Efficiency

Outsourcing eliminates the need to hire and train in-house paraplanners, reducing overhead costs like salaries, benefits, and workspace expenses.

Compliance and Accuracy

Outsourced paraplanning teams are well-versed in US financial regulations and ensure precise, compliant documentation.

Access to Skilled Professionals

Gain access to experienced paraplanners with a deep understanding of financial planning tools, software, and regulatory requirements.

Scalability

Easily scale your operations during peak seasons or periods of growth without the long-term commitment of hiring additional staff.

Enhanced Productivity

Free up your time to focus on client engagement and revenue-generating activities while our paraplanners manage back-office tasks.

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

What Our Clients Say

I've used an outsourced back-office model for years but was unsure of what I needed for this particular function. befree supported me in achieving the outcomes I wanted. Their engagement assured me they'd be there when needed, and the team has been great to work with. I look forward to a long and prosperous relationship, with even greater efficiency and volume. I highly recommend befree for their commitment and support.

Viral P Financial Planner & Independent Financial Adviser

I first heard of befree when I was contacted by telephone. I had been considering making use of some form of paraplanning service but didn’t know how to proceed. I was concerned that it would be difficult to liaise with an outsourced service.

The people I spoke with - Allan Edward, Vedprakash Mishra and Himanshu Gaekwad – reassured me that there would be unlikely to be any issues they had not already seen with other IFAs and we got to work. I liked the non-committal nature of befree’s services – that I could take them on a part-time basis, and without long-term commitment. Everyone was very professional and helpful. They’ve enabled me to service more clients than would otherwise have been possible, saving me invaluable time in preparing client review packs. I’ll look forward to expanding the services I use from them in the future.

Tristan B Independent Financial Adviser

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Employee Range

Services required (Please select at least one service)

Frequently Asked Questions (FAQs)

Outsourced paraplanning takes the busywork off your plate, giving you more time to focus on clients and growing your practice. From paperwork to strategy support, we take care of the heavy lifting, so you can focus on delivering real value to your clients.

Yes! Outsourced paraplanning helps you save on hiring, training, and overhead costs while giving you access to skilled professionals.

Yes, our services are designed to scale with your firm's growth. Whether you're expanding your client base or diversifying services, befree can adjust its support to meet your evolving needs, ensuring consistent quality and efficiency.

We prioritize data security by implementing stringent protocols, including encrypted communications and secure data storage solutions.

We’re proficient in MoneyGuide and NaviPlan and can work with eMoney, RightCapital, or any software you use. Our team adapts seamlessly to your existing systems.

You can email us at info@befreeltd.com and we will be happy to answer any questions you have regarding our services.