Spend less time on your client files with our Pre-SOA Service
Our Pre-SOA service reduces the time you spend on your client files, allowing you more time to generate new business and review existing clients.
Once the Fact Find is completed, the file note written, and the initial strategy outlined, you submit these to us.
So the file can proceed to Paraplanning (SOA) we will review the file and put together the relevant documents.
QUANTUM REVIEW AND COMPLETE
Supporting information ready for Paraplanning
“I have found using Quantum Support and Paraplanning has helped streamline our business, and allows us to spend more time focusing on our clients and business. The staff of Quantum have been extremely helpful and we are grateful for their service provided, and have had no hesitation in recommending Quantum to financial planning practices.”
Darren Connell – Connell Financial Services