Paraplanning Services
We provide extensive paraplanning services, helping you service your clients with the right information and recommendations while reducing your case backlog and enhancing your existing technical support.
How we can help
Our personable and professional approach, coupled with extensive technical knowledge and experience, provides a meaningful paraplanning service.
Report Writing
From pensions to cash flow, rebalancing to annual review letters and more, we appreciate the need to present often complex solutions in a format your clients can understand.
Research and Analysis
A meticulous attention to detail, expertise and experience ensures that our research and analysis provides the basis from which you can identify the best solutions for your clients.
What Sets Our Paraplanning Services Apart
Well-versed in the intricacies of financial planning, our paraplanning services are flexible and tailored to meet your specific needs.
Unique Pricing Strategy
Our two-tier dynamic pricing system caters for those requiring both ad-hoc and long-term paraplanning services.
Our Experience
Aside from our practical real-world financial planning experience, our technical expertise ensures that you are able to plan ahead, incorporating regulatory changes and new market trends.
360 Support
While our core report writing, research and analysis services are central to our offering, we’re also available for ongoing support and guidance, should you require us.
Competitive Edge
Our ongoing investment in training and technology allows our clients to stay one step ahead of their competitors and prepare for market and regulatory changes.
Helping You
Time efficiencies and cost savings allow you to focus on building your client relationships and improving communication.
Simplify Your Process with Expert Paraplanning
Start Your Paraplanning Journey with Root Paraplanning
Are you struggling to find time to service your clients? Perhaps the regulatory burden is intensifying, or do you need an experienced sounding board?
We provide invaluable practical assistance behind the scenes, allowing you to focus on what matters: your clients and building your business.