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Scale Up Paraplanning
Financial Services
SYDNEY, NSW 930 followers
An outsourced back-office for financial advisers, backed with industry expert technology and automation.
About us
Providing practical, sustainable, and innovative solutions via our Scale Up Practice Solutions team. As a team, we are in a unique position to use our combined expertise to refine and improve every aspect of your CRM, technology, and business operations, which ultimately leads to a more consistent customer experience. Our paraplanners are some of the leading experts in our industry. We have mastered the use of all major financial planning software, and have developed processes and workflows that best fit in with your business. It’s time you partnered with a leading, innovative paraplanning team.
- Website
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www.scaleupparaplanning.com.au
External link for Scale Up Paraplanning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- SYDNEY, NSW
- Type
- Privately Held
- Specialties
- Business Process Analysis, Paraplanning Outsourcing, Business Intelligence, Business Process Engineering, and Technology Consulting
Locations
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Primary
Get directions
Level 26, 44 Market Street
SYDNEY, NSW 2000, AU
Employees at Scale Up Paraplanning
Updates
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Scale Up Paraplanning reposted this
Athena, or Athene, was the goddess of wisdom and the patroness of Athens (you can probably tell by now we have gone down the path of Greek mythology with naming our platform and agents). Athena is your own personal virtual assistant designed to make your workflow smoother and more efficient. Athena can help you access client information and insights by simply asking a question, and can help you prepare the right documentation; enabling you to focus on what you do best—advising your clients. 🔼 Head to paradino.ai, select your plan and start your free trial.
Today we launch Athena, your new virtual assistant powering client insights inside of Paradino. 🔼 Generate documentation 🔼 Check for compliance 🔼 Provide client insights If you're already a subscriber to Paradino, you will find Athena on the left side panel. If you're not currently subscribed, get your free trial by choosing a plan and signing up at https://lnkd.in/g2996TDM
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