Streamlined paraplanningIf you’ve never used outsourced paraplanning before, it can be hard to picture how it fits into your advice process. The below video explains exactly how ParaPlanDan works with you.
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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.

We use CashCalc, Defaqto and FE Analytics in-house. If we work in your firm’s own systems, you’ll need to provide the required access.

We aim to check your file within two working days. Once the file check is successful, we aim to provide your draft report within a further four working days. Timing depends on the complexity of the case and the information provided.

Explore our report writing and research service for the casework we support.