Outsourced Paraplanning Services
More planning capacity—without another full-time hire. Behind-the-scenes support in your existing planning tools and CRM, with every recommendation and final client approval retained by your advisers.
What our paraplanners handle
For solo and small RIAs, growing advisory teams and licensed digital-advice businesses needing overflow, recurring fractional support or dedicated capacity. Systems, permissions, workload limits, turnaround and delivery fit are agreed before work begins.
Client data gathering
Intake forms, statement collection, account aggregation and keeping the client file current.
Plan builds & updates
Draft plans in eMoney, RightCapital or MoneyGuide for adviser review.
Meeting prep
Agendas, plan summaries, open items and review packets before each client meeting.
Meeting notes & follow-ups
Notes, task lists and follow-up emails drafted for adviser approval.
Analysis support
Retirement, cash-flow, insurance, tax-awareness and estate summaries for the adviser to review.
CRM & paperwork
CRM updates, new-account paperwork and service requests with your custodian.
Packages
Per Plan
From $350/plan
Single plan build or update. Comprehensive plans from $750. Good for overflow work.
Fractional Part-Time
From $1,500/mo
About 10 hours a month of dedicated paraplanning for your practice.
Fractional Dedicated
From $2,750/mo
About 20 hours a month, a named paraplanner and a standing weekly check-in.
Paraplanner + Agent
From $3,250/mo
Dedicated paraplanning plus early access to the Paraplanning Agent when it launches.
Prices are starting points and depend on plan complexity and volume. Annual prepay: one month free.
Paraplanning Agent
Coming soon
- Turns meeting notes into a summary, task list and draft follow-up email
- Drafts client data-intake requests and checks what is missing
- Prepares meeting agendas and plan summaries from your files
- Keeps a record for compliance; nothing goes to a client without adviser approval
What we don't do
- • Give advice to your clients — your advisers own every recommendation
- • Manage client assets or place trades
- • Send anything to clients without adviser approval
- • Provide legal or tax advice
AD/Risk Scanner pre-checks
First-pass review of client-facing drafts before adviser approval, when included or selected as an add-on.
Client draft pre-check
Follow-up emails, meeting recaps and plan summaries are scanned for risky wording and missing disclosures.
Portfolio risk for meeting prep
Concentration, IPS drift, liquidity and fee checks added to the review packet.
Dated records
Each scan is saved with a date to support supervision and exam files.
Future agent workflow
The Paraplanning Agent is coming soon. Any future use of its drafts will remain subject to adviser approval.
Included in Paraplanner + Agent; available as an add-on to other packages. AD/Risk Scanner is a first pass, not an approval, and risk scores are not investment advice. The Paraplanning Agent remains coming soon; no current agent access is promised. AD/Risk Scanner for paraplanning teams
FAQ
What does a paraplanner do?
A paraplanner supports the financial adviser behind the scenes — gathering client data, building and updating plans, preparing meetings and handling follow-ups — so the adviser can spend more time with clients.
Who reviews the work?
Your advisers. Every plan, summary and client message is a draft for adviser review and approval. Our paraplanners do not give advice to your clients.
Which planning software do you use?
We work in your systems, including eMoney, RightCapital and MoneyGuide, plus your CRM.
When is the Paraplanning Agent available?
It is coming soon. Sign up for notifications to hear when early access opens.
Do you manage client assets or place trades?
No. FIN Group does not manage client assets, place trades or act as your clients' adviser.
Related: Insurance Operations Support for RIAs · Adviser Back-Office Support · FIN Compliance