Outsource Your Paraplanning – Easy As 1-2-3

We have made every step in outsourcing your paraplanning Easy as 123. So, once you have been through our Easy as 123 sign up process
then you simply move onto our Easy as 123 case management system, illustrated below:

Login to the Hub

Open a new
paraplanning project

Securely upload all case files

S
Suitability
P
Plan(s)
A
A.T. R.
R
Remuneration
K
K.Y.C.

Suitability

The suitability section is where the drafted Suitability Letter, all new product research, illustrations etc. go. So, although this section is normally populated by your paraplanner if you have any previous examples of reports you would like the new report to be based on or have any pre prepared research please feel free to upload into this section.  

Receive completion date

Ready to add a SPARK
to your paraplanning

Schedule a call