Outsourced Paraplanning Services for Xplan Practices
Dedicated offshore paraplanners working directly inside your Xplan advice software environment, your templates, your file structure, your workflows.
How We Work Inside Your Xplan Environment
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Our Standard Paraplanning Process
Every paraplanning engagement follows the same structured six-step workflow from brief to handback. See how our standard process works across all platforms and engagement types.
Is this right for your Xplan practice?
Xplan advice practices
Practices running Xplan as their primary advice production and compliance platform
Independent and boutique firms
Typically medium to large advisers operating under independent or dealer group licensee arrangements
Australian financial planning
Our Xplan paraplanning service is designed for Australian advice practices and licensees
Choose a Full Time Paraplanning Service Model That's Best For You
Full Time Dedicated Paraplanning for Small Practices
Engage 1 to 5 full time paraplanners working exclusively in your business. Your paraplanner learns your templates, your licensee requirements and your preferences. Felcorp manages training, supervision, QA and performance so you focus on advice delivery.
Scalable Paraplanning Pods for Enterprise Firms
Engage a team of 6+ paraplanners with a dedicated management structure built around your firm. Pods are fully customisable with their own QA managers, shift schedules and reporting cadences. Includes the option to buy out the pod operation from Felcorp after a specified period.
More About Our Paraplanning Service
For full details on experience tiers, pricing, turnaround results and scope of work, visit our Paraplanning Services hub page.
Junior, Intermediate and Senior paraplanners matched to your advice complexity. See tier descriptions and pricing on our Paraplanning Services page.
24-72 hour delivery with 97% first-time accuracy and 100% QA review on every deliverable. See full results on our Paraplanning Services page.
Nine categories of paraplanning work from retirement planning and insurance to implementation packs. See the full scope of duties.
Read More About Paraplanning on Xplan
Getting Started with Outsourced Xplan Paraplanning
What to Expect with Our Xplan Paraplanning Service
Answers to your Xplan paraplanning questions
Learn more about our paraplanning services
Xplan Advice Capability
Paraplanning Duties and Scope
Help Me Choose a Paraplanner
Trial Service Inclusions
Trial Money Back Guarantee
Quality Assurance
Let's get started! Contact us now
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