Advisers outsource paraplanning to QPP because they trust us to deliver their SoA's fast
Fast
We deliver SoA's that are fast, compliant and easy to read. It's quick and easy to order an SoA.
We consistently provide three day turnarounds in all market conditions, in busy June as well as quiet January
Accurate
All plans are checked and rechecked by highly experienced staff before being returned to your office.
Our quality control system tests for accuracy in regards to modeling as well as the written document.
Compliant
We work closely with Licensee’s to ensure your SoA’s meet their strict compliance standards.
We are notified at the same time as you are when changes to these standards occur. This gives you a high level of confidence that your SoA’s will pass the most rigorous compliance audit.
Professional
We understand your SoA is a reflection of the professionalism of you and your business.
We take special care to ensure the plan looks like the important document it is.
Check out SoA Manager's
Enhancement Of The Week
