If you’ve never used outsourced paraplanning before, it can be hard to picture how the process fits around your current way of giving advice. This step-by-step guide walks through how a typical outsourced paraplanning workflow operates with AdviserPro.
The process usually starts inside your CRM or via a standardised request form. You provide:
Many practices use a consistent handover template to ensure nothing is missed, particularly for multi-entity or multi-strategy advice.
AdviserPro completes an initial review of your request to check:
If anything is unclear, we come back with specific questions so the paraplanning work proceeds smoothly and efficiently rather than stalling later in the process.
Depending on your instructions and licensee framework, AdviserPro completes the required:
Our role is to support the strategy you’ve already agreed with the client by providing the underlying numbers, comparisons and documentation needed for the SOA or ROA.
Once research and modelling are complete, we prepare a draft SOA or ROA using:
The draft clearly distinguishes between factual information, general information and personal advice, and it references the client’s goals and circumstances in line with regulatory and AFSL expectations.
The draft is then provided back to you for review. At this stage you:
AdviserPro incorporates your feedback and updates the document so it’s ready for client presentation or final sign-off.
Once approved, we prepare the final SOA/ROA and any supporting schedules or appendices required by your licensee. Depending on your arrangement, our support can also extend to:
This helps your client-service and admin team move straight into implementation with a complete and organised file.
To start, we usually:
AdviserPro then integrates into your existing process with minimal disruption, allowing you to test and refine the model before scaling up.
If you’d like to see how this process could look inside your practice, book a chat with AdviserPro →
