Paraplanner and Financial Virtual Assistant

Global Leader for Paraplanning and Financial Planning Virtual Assistant Services

Valenta is a leading global provider of Paraplanning and Financial Planning Virtual Assistant services. Our team of highly qualified and certified Paraplanners and Financial Virtual Assistants is dedicated to helping Financial Planning and Wealth Management executives increase productivity and profitability.

Roles of Paraplanners and Financial Planning Virtual Assistants

Our Paraplanners can provide a wide range of services, including, proposal creation and disclosures, pre-filling applications, cashflow income projections, plus insurance support such as analysis, and needs analysis. We also offer financial planning support, including risk analysis and evaluation, creating financial planning profiles, cash flow analysis, budgeting, debt consolidation and restructuring, tax planning, retirement planning, insurance planning, education planning, and estate planning. Our Investment Analyst support services include portfolio review, periodic portfolio rebalancing, equity research, sector research, private investment, rental real estate, and IPS creation. Valenta administrative support to clients includes client onboarding, sending meeting agendas, meeting summaries, CRM and data management, client and business communication, form filling, daily reporting, and quarterly/monthly newsletters.

Valenta Virtual Assistant and Paraplanning Staff Augmentation

Partnering with Valenta for Paraplanning and Financial Planning Virtual Assistant services can bring several benefits to Financial Planning and Wealth Management executives, including increasing operational efficiency, reducing costs, and increasing profitability. Our services also enable executives to focus on higher-value tasks, such as business development and client engagement, while our team takes care of the more time-consuming tasks. Valenta’s global delivery model ensures that our clients have access to the best Paraplanning and Financial Planning Virtual Assistant talent from around the world. Our team members are highly qualified and certified on all leading software applications, ensuring that our clients receive the best quality services.

Increase Productivity and Focus on Fee Generation

Valenta’s Paraplanning and Financial Planning Virtual Assistant services offer a comprehensive suite of solutions that can help Financial Planning and Wealth Management executives transform their operations, increase productivity and profitability, and focus on fee generation. With our highly qualified and certified team, our global delivery model, and our focus on delivering the best quality services to our clients, Valenta is the perfect partner for executives looking to take their business to the next level.

“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: