paraplanner.ai

The Problem

Creating and updating financial plans takes a lot of time, which can be spent on winning new clients

You’ve heard that outsourcing a financial plan is expensive and complicated

You don’t want to compromise on quality and you want things done a certain way

You’re busy, and it takes time and effort to find the right partner

Created by humans. Enhanced by automations.

Our financial plans are created by humans, and we use compliant automations to help make planning faster

Our Solution

You can delegate creating and updating plans in a few simple steps. We’ll create a personalized, comprehensive plan in 24 hours.

You’ll brief us on your client strategy, and how you want the plan created

We’ll learn what you want to achieve with your client and you can share supporting information and documentation via a secure, end-to-end encrypted connection.

Real-time support

You can reach us in real-time via chat or phone at any stage during the plan creation process

Built in-house

Our planning team is full integrated and in-house

Made in the USA

Our planning team is based in the United States of America

Create a plan using our systems

For financial advisors that want to quickly create personalized, comprehensive financial plans

Create new, personalized comprehensive financial plans

Migrate and complete partially completed financial plans

Update existing financial plans created

Real-time communications via integrated chat

Direct phone line to your planner

Securely share client information using an encrypted folder

Created in 24 hours

$1,000 per month

Get started Book an intro call

Create a plan using your systems

For financial advisors that want to build personalized, comprehensive financial plans in their systems

Create new, personalized comprehensive financial plans

Complete existing, partially completed financial plans

Update existing financial plans

Use RightCapital, eMoney and MoneyGuidePro

Support for other tools available

Real-time communications via integrated chat

Direct phone line to your planner

Securely share client information using an encrypted folder

Securely share access to your tools using an encrypted password manager

Created in 48 - 72 hours

$2,500 per month

Get started Book an intro call

Have a question or want to learn more? Contact a member of the team

Call us now Book a call Contact via email

Frequently Asked Questions

What planning software do you use to create financial plans?

We use inStream to create the core of the financial plan. Depending on the plan's complexity and requirement, we use additional tools to create comprehensive financial plans.

I want to build the financial plan in my tools - what do you support?

We can create and update financial plans in RightCapital, eMoney, and MoneyGuidePro. We’re not limited to using these tools, for example, if you use Morningstar or Kwanti for portfolio analysis, or Monarch for cash flow planning, we can work with a variety of tools.

What planning areas do you cover?

We can create and update financial plans in RightCapital, eMoney, and MoneyGuidePro. We’re not limited to using these tools, for example, if you use Morningstar or Kwanti for portfolio analysis, or Monarch for cash flow planning, we can work with a variety of tools.

Do you outsource any part of the process?

100% of the process is handled by our in-house team and we do not work with any 3rd parties at any stage. Our financial planners are based in the United States of America.

Are your automated tools secure and compliant?

Our tools are built from the ground up with financial advisors in mind and follow and exceed security and compliance standards. We’re currently undergoing a voluntary audit to obtain SOC2 certification, which can be provided on request.

Are you insured/covered?

We are fully insured, most importantly covering privacy, and security.

paraplanner.ai

paraplanner.ai

Your fractional paraplanner

We help financial advisors create and update personalized, comprehensive financial plans in 24 hours - in just a few clicks

Used by AUM and Fee-only financial advisors

The Problem

Creating and updating financial plans takes a lot of time, which can be spent on winning new clients

You’ve heard that outsourcing a financial plan is expensive and complicated

You don’t want to compromise on quality and you want things done a certain way

You’re busy, and it takes time and effort to find the right partner

Created by humans. Enhanced by automations.

Our financial plans are created by humans, and we use compliant automations to help make planning faster

Our Solution

You can delegate creating and updating plans in a few simple steps. We’ll create a personalized, comprehensive plan in 24 hours.

Step 1: You’ll share a brief

Step 2: We’ll create a first draft

Step 3: We’ll finalize the plan

You’ll brief us on your client strategy, and how you want the plan created

Real-time support

Built in-house

Made in the USA

Create a plan using our systems

For financial advisors that want to quickly create personalized, comprehensive financial plans

Create new, personalized comprehensive financial plans

Migrate and complete partially completed financial plans

Update existing financial plans created

Real-time communications via integrated chat

Direct phone line to your planner

Securely share client information using an encrypted folder

Created in 24 hours

$1,000 per month

Create a plan using your systems

For financial advisors that want to build personalized, comprehensive financial plans in their systems

Create new, personalized comprehensive financial plans

Complete existing, partially completed financial plans

Update existing financial plans

Use RightCapital, eMoney and MoneyGuidePro

Support for other tools available

Real-time communications via integrated chat

Direct phone line to your planner

Securely share client information using an encrypted folder

Securely share access to your tools using an encrypted password manager

Created in 48 - 72 hours

$2,500 per month

Have a question or want to learn more? Contact a member of the team

Frequently Asked Questions

What planning software do you use to create financial plans?

I want to build the financial plan in my tools - what do you support?

What planning areas do you cover?

Do you outsource any part of the process?

Are your automated tools secure and compliant?

Are you insured/covered?

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