“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
Valenta has Managing Partners located in cities and states across the US. Our Managing Partners add a local presence that most outsourcing and staff augmentation providers do not offer. Valenta Managing Partners stay engaged with our clients and remain an ongoing resource and a key part of the account team for clients.
Valenta offers flexible month to month agreement to all customers in the US. We charge an onboard fee and then bill monthly with no lock in contracts. Our flexible plans allow our customers to ramp up fast and also scale down quickly as required. Simply stated, we take the hassle out of staff augmentation.
Unlike many outsourcing and staff augmentation service providers Valenta provides dedicated resources. Our clients work with a dedicated Valenta employee and not an anonymous team of workers. Valenta resources get to know our US clients’ processes. They interact with our customers like any other virtual employee.
We bring a team to every staff augmentation engagement. In addition to local Managing Partners, every resource is managed by a Valenta Team Leader supervising several other team members in similar roles. Our Team Leaders report to Regional Services Heads who also manage recruitment. Bottom line: Valenta frees up our customers time and takes HR headaches away.
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: