Valenta is a global leader in providing Paraplanning and Financial Planning Virtual Assistant services, dedicated to serving Financial Planning and Wealth Management executives worldwide. Our team of highly skilled and certified Paraplanners and Financial Virtual Assistants are committed to delivering top-notch services that help executives increase productivity and profitability.
Our Paraplanners offer a diverse range of services, including proposal creation and disclosures, pre-filling applications, cashflow income projections, and insurance support such as analysis and need analysis. Additionally, we provide financial planning support, which includes risk analysis and evaluation, creating financial planning profiles, cashflow analysis, budgeting, debt consolidation and restructuring, tax planning, retirement planning, insurance planning, education planning, and estate planning. Our Investment Analysts offer support services such as portfolio review, periodic portfolio rebalancing, equity research, sectoral research, private investment, rental real estate, and IPS creation. Valenta’s administrative support to clients includes client onboarding, sending meeting agendas, meeting summaries, CRM and data management, client and business communication, form filling, daily reporting, and quarterly/monthly newsletters.
Partnering with Valenta for Paraplanning and Financial Planning Virtual Assistant services brings numerous benefits to Financial Planning and Wealth Management executives. Our services increase operational efficiency, reduce costs, and ultimately increase profitability. Our team’s expertise allows executives to focus on higher value tasks such as business development and client engagement, while we handle more time-consuming tasks. Our global delivery model ensures that our clients have access to the best Paraplanning and Financial Planning Virtual Assistant talent from around the world. Our team members are highly qualified and certified on all leading software applications, ensuring that our clients receive the best quality services.
Valenta’s Paraplanning and Financial Planning Virtual Assistant services offer a comprehensive suite of solutions that help Financial Planning and Wealth Management executives transform their operations, increase productivity and profitability, and focus on higher value tasks. Our highly skilled and certified team, global delivery model, and focus on delivering the best quality services to our clients make Valenta the ideal partner for executives looking to take their business to the next level.
At Valenta, our commitment to excellence and providing top-quality services is second to none. We work with our clients to understand their unique needs and tailor our services to meet those needs. Our goal is to help our clients achieve their business objectives and optimize their operations, enabling them to reach long-term success.
