No task to big or small, we are here to assist with the day-to-day
The Quantum CSO Offering assists with day-to-day tasks of running a business such as, but not limited to:
- Following up on address changes
- Checking Annual Advice Agreements
- Applications are implementing and inforce
- Phoning product providers to collect up to date information or certificates of currency
These types of tasks can add up and consume you and your staff’s time, which could be better spent building a stronger relationship with your clients. Quantum has the ability to complete projects for your business for areas that may be neglected, or you do not have time to complete.
We can ensure your back office is up to date by
Assisting with inputting details in your CRM software (such as Xplan)
Organising review dates.
Following licensee checklists to make sure every document required for audit is there
Prepare and organise Annual Reviews for clients throughout the year so these are available for your client meetings
Quantum Support has been assisting me for many years with my back office, file preparation and research which enables me valuable time to service my clients and generate new business whilst their paraplanning team continuously provide compliant advice documents in a timely manner. I have found working with Quantum Paraplanning and Support very beneficial for my business and would recommend their services for advisers who are concerned with compliance and those who are time poor.”
James Lonergan – Goldhurst Wealth Management