PowerPlanner is a technology-driven, streamlined and reliable outsources paraplanning service that delivers consistently quick turnaround times and dependable high standards.

With our purpose-built IT systems at the heart of the process, the elements of paraplanning that require adherence to regulatory requirements are automated to improve efficiency and reduce the risk of falling short of the regulator's standards. 

Our strength is in IT and process, so, unlike other outsourced paraplanning providers, we do not seek to profit from manual labour charged at exorbitant rates. This would lead to slow, error-prone services and inconsistent timings, making it difficult for you to manage your clients' expectations. Instead, we stick to what we do well, leaving you to concentrate on adding your expertise where it matters most.

PowerPlanner Solutions

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