eParaplan Connect

We are a full end-end adviser support service, we provide each adviser firm with a dedicated team who become their team. We proactively manage an existing client bank, ensuring all client reviews are completed on time with quality, compassion, and compliance. We are not a transactional paraplanning service, we add value by knowing your clients and building relationships with your clients just as you would. Our services and fees include all administration, paraplanning, compliance & implementation. Outside of the day-day, we support advisers with improving efficiencies in the operations of their business, including process creation, template creation, design & rebrands, board support and so on.