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 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

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

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

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

13 Point Financial Planning Practice Health Check

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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