Outsourced Paraplanning for AdviserLogic Practices

Dedicated offshore paraplanners working directly inside your AdviserLogic advice software environment, your templates, your file structure, your workflows.

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HOW IT WORKS

How We Work Inside Your AdviserLogic Environment

AdviserLogic Advice Workflows

AdviserLogic's intuitive workflow means your paraplanner works across your configured templates, client records and advice areas from day one. No external tools, no file exports and no re-imports.

Managed field content

Utilisation of your licensee templates

All modelling and research stays in-platform

Working Inside Your AdviserLogic Environment

Briefing through your agreed channel

Review of advice inputs in fact find section

Strategies modelled in AdviserLogic tools

Advice docs assembled from your AdviserLogic templates

QA reviewed by Felcorp before return

Completed file returned with AdviserLogic file notes saved

OUR PROCESS

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.

See our Standard Paraplanning Process

WHO THIS IS FOR

Built for AdviserLogic practices

From sole practitioners to mid-size firms

AdviserLogic is the second most used advice software in Australia and the platform of choice for smaller to mid-size practices.

Independent and boutique firms

Typically medium to large advisers operating under independent or dealer group licensee arrangements

Australian financial planning

Dedicated AdviserLogic paraplanners with full platform proficiency, managed by Felcorp with built-in QA, supervision and SLAs

ENGAGEMENT MODELS

Choose a Full Time Paraplanning Service Model That's Best For You

For Small Businesses

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.

Full Time Staff Engagements

For Large Organisations

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.

Pod Engagements