Plans Plus Back-Office – Comprehensive Administrative Support

Plans Plus Back-Office is the ideal solution for financial practises that need to outsource administrative functions. This service can handle a wide range of back-office tasks, allowing you to focus on serving clients while we take care of the behind-the-scenes work.

Services include:
• CRM Data Entry
• Product Research
• Online Application Completion
• Fee Disclosure Statements
• Annual Review Information Collation
• Client Communication Management
• Document Preparation & Filing

Our Plans Plus Back-Office service helps reduce the administrative burden on your practise, providing seamless support for your daily operations and helping your team stay focused on core business activities.