Outsourced paraplanning firm eParaplan Connect has launched ‘Wealth Connect’, a support service for advice firms.
The new service offers a range of paraplanning and administration packages with the aim to solve individual firm's needs and free up advisers to focus on financial planning. There are three packages: Orange, Aqua and Aqua +. Orange is the basic plan designed to ensure advice firms are meeting minimum regulatory needs, and Aqua then ensures advisers meet Consumer Duty requirements, including a ‘Vulnerability Flowchart Assessment' and ‘Client Impact Assessment'. Aqua+ includes full service paraplanning and admin and includes additional financial activities like annual Bed & ISAs and pen...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
