WHAT WE DO
Services
Advice Preparation
JPM Paraplanning offers a full advice preparation service.
Advice Document Preparation
Here at JPM Paraplanning we are able to prepare your Statement of Advice and Record of Advice documents to your requirements and preferences. From basic through to the more complex of strategies, we can provide a compliant and concise document which you can present to your client with confidence.
Modelling and Projections
JPM Paraplanning can provide you with modelling of your recommendations and strategies. This can be provided before you start your Statement of Advice, allowing you to explore client options and settle on the best available.
Product Research
Product research can be time consuming as can your working papers. JPM Paraplanning can take on this process to ensure you continue to meet your compliance requirements.
Compliance
Additional back-office assistance
Plan Check
We can provide a file checking service and help identify potential issues prior to audit.
Advice Software
We work with and are experienced in using the following software
- Adviser Logic - Cashflow modelling, Scenario Modelling and SOA & ROA production
- Coin - Cashflow modelling, Scenario Modelling and SOA & ROA production
- Chant West - Switching Tool and Super Research
- Dash
- PlutoSoft - Scenario Modelling and SOA & ROA production
- Xplan - WealthSolver, Risk Researcher, XTools+ modelling and Wizards - SOA and ROA production
