Business process flowcharts
Below is a list of templates available for download.
Initial client – pre-meeting process
Initial client – post-meeting process
Advice preparation and formulation process
Annual review process
Let us take care of the boring stuff
Grow with confidence
Scale Up Paraplanning offers outsourced paraplanning support (one-off plans and full-time dedicated paraplanners) and outsourced admin/research support (one-off tasks and full-time dedicated resources) to help you reduce your back-office costs and have reliable and high-quality support staff.
Our paraplanners are some of the leading experts in our industry. We have mastered the use of XPLAN, Midwinter, Adviser Logic and Intelliflo and have developed processes and workflows that best fit in with your business.
It’s time you partnered with a leading, innovative paraplanning and consulting team.
Navigation
Newsletter
© 2023 All rights reserved