Paraplanner and Virtual Assistant

Valenta > Staff Augmentation > Paraplanner and Virtual Assistant

Paraplanner and Virtual Assistant

Valenta is the largest Paraplanning and Financial Planning Virtual Assistant service provider globally. Valenta’s team of Paraplanners and Financial Virtual Assistants help Financial Planning and Wealth Management executives transform their operations and increase productivity and profitability through a combination of Staffing, Automation and Artificial Intelligence. Valenta’s team of Paraplanning and Administration professionals are highly qualified and certified on all leading software applications.

Our Paraplanning, Administration Specialists and Virtual Assistants can provide the following services:

Insurance Support

INSURANCE
  • Insurance Analysis (Life, Disability & LTC)
  • Insurance Need Analysis (HLV & Goal)
  • Illustration Creation and Comparison
  • Proposal Creation and Disclosures
  • Pre-Filling Applications
  • Underwriting Monitoring
  • Cashflow Income Projections (VUL and IUL)

Financial Planning Support

financial-support
  • Risk Analysis and Evaluation
  • Creating Financial Planning Profile (eMoney, MGP, RightCapital, NaviPlan)
  • Cashflow Analysis
  • Budgeting, Debt Consolidation and Restructuring
  • Tax Planning (Contributions and Tax Loss Harvesting)
  • Retirement Planning (DCP, DBP, IRA etc)
  • Insurance Planning (Life, DI and LTC)
  • Education Planning (529 and Coverdell)
  • Estate Planning (Will, POA, HCP, DAF and Trust)

Administration Support

Administration-Support
  • Client Onboarding
  • Meeting Agendas (Pre & Post meeting)
  • Meeting Summary (Mind map, Asset-Map, Financial Profiling)
  • CRM & Data Management
  • Client and Business Communication
  • Form Filling (Schwab, EQIS, Kingdom Trust, TD Ameritrade, Fidelity)
  • Daily reporting (Orion and Tamarac)
  • Quarterly/Monthly Newsletters

Investment Analyst Support

investment support
  • Portfolio Review (Current and Proposed)
  • Periodic Portfolio Rebalancing (80:20, 70:30, 60:40)
  • Equity Research (Stocks, ETF, MF, Bond)
  • Sectoral Research (Cannabis, Meat, Super Market)
  • Private Investment (Opportunity Zone)
  • Rental Real Estate (Commercial and Housing)
  • IPS Creation

Why Choose Valenta?

Local-presence

Local Presence

Valenta has Managing Partners located in all countries across Latin America. Our Managing Partners add a local presence that most outsourcing and staff augmentation providers do not offer. Valenta Managing Partners stay engaged with our clients and remain an ongoing resource and a key part of the account team for clients.

flexible-engagements, WORKFORCE EMPOWERMENT

Flexible Engagements

Valenta offers flexible month to month agreement to all customers in all countries across Latin America. We charge an onboard fee and then bill monthly with no lock in contracts. Our flexible plans allow our customers to ramp up fast and also scale down quickly as required. Simply stated, we take the hassle out of staff augmentation.

Dedicated Resources

Dedicated Resources

Unlike many outsourcing and staff augmentation service providers Valenta provides dedicated resources. Our clients work with a dedicated Valenta employee and not an anonymous team of workers. Valenta resources get to know our Latin American clients’ processes. They interact with our customers like any other virtual employee.

Staff-augmentation

Staff Augmentation Team

We bring a team to every staff augmentation engagement. In addition to local Managing Partners, every resource is managed by a Valenta Team Leader supervising several other team members in similar roles. Our Team Leaders report to Regional Services Heads who also manage recruitment. Bottom line: Valenta frees up our customers time and takes HR headaches away.

Train

Global Labor Pool

It is increasingly hard to find staff to fill roles in all countries across Latin America. Often, even if a role can be filled, it exceeds the budget for a given role. By leveraging Valenta staff augmentation our clients can tap into labor pools in countries across the world. These include Columbia, Trinidad, India, the Philippines, and Malaysia. Soon we also will add services in Eastern Europe and Northern Africa.

forecasting

Process and Transparency

The Valenta Way is part of everything we do. We have tried and tested documented processes for delivering high-quality staff augmentation for customers in all countries across Latin America. Because we follow the same methods and process every time, all that we do is transparent and easily shared with clients.

operations, INCREMENTAL STRATEGY

Comprehensive Services

Valenta can help clients with staff augmentation across the board. Every function of a business whether it is Accounting, Finance, IT, Operations, HR, Sales, Marketing or Support has roles that can potentially be outsourced. Valenta has staff to serve all these departments and business processes. We fill traditional roles and new information economy positions.

INTEGRATOR, Compliance and Security

Compliance and Security

Valenta is ISO 27001 and ISO 9001 certified. We take compliance and security seriously. We operate service centers in the countries we operate in. Valenta has both physical and non-physical controls to ensure our company and client data is not compromised.

How we add value?

Our Paraplanning and Virtual Assistant services deliver significant value to our clients by the reducing cost of operations, helping them attain world class cost structures, and implementing effective controls. We have standardized all Paraplanning and Virtual Assistant processes with a high degree of automation.

We have comprehensive and integrated Paraplanning and Virtual Assistant service capabilities. We augment our capabilities by continuously investing in building Paraplanning and Virtual Assistant expertise through:

  • Continuous investment in Automation and AI Technologies
  • Create Standard Operating Procedures for each of our clients
  • Provide clients with a Real Time Visibility Platforms
  • A Dedicated Financial Planning Academy, which focuses on increasing domain expertis

Finance and Accounting Software Application Expertise:

Administration:

redtail
wealthbox
finametric
orion
advyzon

And more …

Planning:

envestment

And more …

Investments:

morningstar
value-line

And more …

Custodians:

fidelity
chalres-schwab

And more …

Valenta Paraplanning Pricing Packages

Full Time Paraplanner

40 hours per week

Part Time Paraplanner

20 hours per week

Full Time Virtual Assistant

40 hours per week

Part Time Virtual Assistant

20 hours per week

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