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Wealth Axis
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We work with a range of dealer groups ranging from large national groups to small self-licensed groups to become their technology and outsourcing provider of choice. We assist in reducing the cost and time burden of the compliance and administration for financial planning firms by providing offshore outsourcing services in Paraplanning and Administration as well as Technology systems and processes to leverage this service. Our major focus is around leveraging technology, people and systems to help businesses scale and deliver quality advice solutions.We do this by providing a specialist range of services:- Client Administration - Paraplanning- Brokerage Management- Advice Technology- Advice delivery tools- Best practice workflows and customisation- Practice Management tools- Business Analytics- AFSL Support- Compliance Support- Training- Consulting and CoachingMake backlogs a thing of the past. Wealth Axis prides itself on service-driven efficiency and can tailor its services to meet your businesses needs at an affordable cost. Outsourced services really do work.