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Adviserwise blog:
Panacea IFA: Choosing a Paraplanner - The Ideal Match
Panacea Adviser, has launched a new dedicated paraplanner section of its website, the Paraplanning Zone.
The Paraplanning Zone has been developed to quite simply facilitate awareness creation of who does what and introduce this to who wants what. A specialist dating service in fact.
In addition to offering support to paraplanners, Panacea also aims for the Paraplanning Zone to be a place where advisers can liaise directly with paraplanners in order to forge mutually beneficial relationships.
Visit the Paraplanning Zone today for more information >
eServices Planner
See the impact eServices can make to your business today with our eServices Planner.
- From new business to portfolio management
- Streamline your financial business
- Uncover your potential now
NEW Online Agency Administration Service
Adding to the success of Agency Registration Service, Origo has launched the online Agency Administration service for financial advisers.
The service provides an online, one-stop, centralised process for advisers to create and submit requests for changes to agency arrangements to multiple providers. Streamlining the administration process , the Agency Administration Service will improve the often inconsistent, insecure and paper-based communications between distributor groups and product providers. The secure electronic service will reduce errors and the need to chase requests and will provide confirmation that requests have been completed.
Requests that advisers will now be able to manage through the new service include:
- Change of Address;
- Change of Bank Account;
- Request for Additional Agencies;
- Request for Agency Closures;
- Maintain Service Provider and Panel Membership;
- Transfer of Business and Novations.
Go to the new Agency Administration Service >
Step 1: What would you like to learn more about?
Agency Administration
Cut down on paper work and save time with our online Agency Administration service. In one go, financial advisers can submit changes to their agency arrangements online, to multiple product providers.
Blog
About Adviserwise.com
Adviserwise.com provides financial advisers with access to a central information point where details of all the relevant eServices can be found at the click of a button.
The Adviserwise initiative also provides advice, support, training and information about the services that are available for financial advisers. This information will enable advisers to implement and use eServices (such as online valuations through their back office system) that will ultimately save time, cut down on paper work and provide a faster and more efficient service to their clients.
Try the eServices Matrix of services and product providers >