Back-office and compliance infrastructure setup services

You may have your own valued team of administration support staff. We can help write or update your client report templates + help train your staff. 

We will write your technical documents to ensure you obtain the correct client policy information across a range of product + providers.  

We have experience using a range of IFA + professional tools + can help recommend the best for your firm + business focus. 

We have written compliance manuals under a range of regulator environments + can help you write or update your internal procedures documents. 

We have access to a wide range of international product information. We will keep you up to date with products available + offer comparison analysis to help in your panel selection.

We can help you identify the best MI to collect + build appropriate business registers for your back office staff to maintain.