Valenta is the largest Paraplanning and Financial Planning Virtual Assistant service provider globally. Valenta’s team of Paraplanners and Financial Virtual Assistants help Financial Planning and Wealth Management executives transform their operations and increase productivity and profitability through a combination of Staffing, Automation and Artificial Intelligence. Valenta’s team of Paraplanning and Administration professionals are highly qualified and certified on all leading software applications.

“Perhaps the most interesting option is something called Valenta, which originated when a financial planner in that country found that his brother, living in India, could provide good staff solutions for his planning firm. Anja Luesink of Luesink Stenstrom Financial Planning in New York City says that Valenta provides her firm with two 20-hour-a-day paraplanners at prices that are ideal for smaller firms that don’t have the resources to hire full-time back office staff. And, she says, the time zone differences are a plus. “When I ask to do something at night, it is ready the following morning,” she says.” Exchange Conference Invitation.”

Quoted from Bob Veres in Outsource e-Column

Our Paraplanning and Virtual Assistant services deliver significant value to our clients by the reducing cost of operations, helping them attain world class cost structures, and implementing effective controls. We have standardized all Paraplanning and Virtual Assistant processes with a high degree of automation.

We have comprehensive and integrated Paraplanning and Virtual Assistant service capabilities. We augment our capabilities by continuously investing in building Paraplanning and Virtual Assistant expertise through: