Streamlined paraplanningIf you’ve never used outsourced paraplanning before, it can be hard to picture how it fits into your advice process.This video explains exactly how ParaPlanDan works with you — how cases are submitted, how communication is handled, and how reports are produced to match your firm’s tone, structure, and compliance requirements.
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Once onboarded, working with ParaPlanDan is designed to feel like an extension of your own firm, not a third‑party bolt‑on.

  • Cases are submitted and tracked through a clear, structured process
  • All work is tailored to your firm’s templates, style, and compliance framework
  • Drafts are provided for your review, with changes incorporated efficiently
  • Support can be used on a pay‑as‑you‑go basis or as part of an agreed monthly arrangement

Whether you need occasional support during busy periods or regular paraplanning across new business and reviews, the service flexes around you.nts.

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