For the paraplanner

For paraplanners and support staff

Paraplanners, research managers and admin assistants work from an assigned queue rather than an inbox — with the repeated parts of the process set up once as templates.

Knowing what is yours

Tasks carry assignees, a priority, and a status of open, in progress or completed, with due dates, reminders, recurrence rules and subtasks. The list can be filtered by assignee, by client, by status or by priority, so the question of what is outstanding and who is carrying it has an answer.

The process, not just the task

Kanban boards hold lists and cards with checklists and members, and archiving for both cards and lists. Boards are driven from reusable workflow templates, so a process that runs for every new client is built once and applied rather than remembered.

Building the documents

The digital document builder assembles documents from reusable content blocks organised into categories, arranged on a drag-and-drop board, with template tags for pulling content in and a preview before use. Word and PDF document templates sit alongside it, with a rich text editor and digital signature capture.

Collecting what is missing

Questionnaire templates carry tags and are managed centrally, then issued against a client or a lead. Each questionnaire holds a status and separate adviser and client comments, so the conversation about an answer stays with the answer.

Entering the position

Assets, income, expenses, liabilities, goals and protection policies are all entered and maintained from the same client record the adviser works in, so the modelling and reports run on data that was captured once.

Time that gets counted

Tasks carry time logged, and team members carry an hourly rate and a default cost rate — so effort spent on tasks and on workflows both appear in the practice time report.

Paraplanner