Valenta is the largest Paraplanning and Financial Planning Virtual Assistant service provider globally. Valenta’s team of Paraplanners and 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.
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Our Paraplanners and Virtual Assistants 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 standardised all Paraplanning and Administration processes with a high degree of automation.
We have a comprehensive and integrated Paraplanning and Virtual Assistant service capabilities. We augment our capability by continuously investing in building expertise through :
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and many more…