When running a financial practice, precision, efficiency, and client-centricity are paramount. At the risk of repeating myself, the important roles that paraplanners and administrators play cannot be underestimated.At We Complement, we take pride in being more than just a team; we are your dedicated partners in taking your advisory practice to new heights. Our Client Management Service is designed with flexibility, remote collaboration, and technical expertise to meet the unique needs of your business.
Navigating Operational Excellence
Our primary mission is to be the driving force behind your operational efficiency. We understand that your time is a valuable resource, and by seamlessly managing all client-related tasks, we free you to focus on what matters most—fostering client relationships and growing your business. Whether you are looking for integration with your existing team or a comprehensive outsourced solution, our services are crafted to align seamlessly with your specific requirements.
Key Features: A Comprehensive Overview
One Ongoing Monthly Payment
Ensure uninterrupted support for your existing clients throughout the year with a straightforward and manageable single monthly payment.
Transparent Fee Structure
Our fees are calculated on a monthly cost-per-client basis, offering a transparent and customisable pricing model. Typically ranging from £50 to £85 per client per month, our fees are designed to cater to the diverse needs of your business.
Pre-Meeting Assistance
- Full diary management and client meeting scheduling to optimise your time.
- Rigorous compliance checks and proactive file updates to ensure regulatory adherence.
- Timely client information updates for a comprehensive understanding of client profiles.
- Conducting vulnerability assessments to prioritize client well-being.
- Regular updates on policy values and transaction history.
- Preparation of detailed portfolio reports and performance summaries from provider platforms.
- Crafting discussion points and confirming unused allowances for informed client interactions.
Post-Meeting Support
- Swift back-office updates post-client meetings.
- Implementation of post-meeting tasks to expedite the advisory process.
- Retrieval of the latest MiFID cost & charges statement for compliance.
- Expertly crafting and issuing suitability reports, including fund switches and rebalancing.
- Seamless back-office and portal maintenance.
- Proactive platform management
- Email administration.
One-Off Setup Fee
Experience a hassle-free onboarding process with a one-time setup fee of £1000 + VAT. This fee encompasses a comprehensive behind-the-scenes effort, including creating tailored process guides, collaborating with internal staff, and establishing efficient workflows.
Scalability Solutions
Are you planning for growth? We offer a new client onboarding service at a fixed price per client, ensuring a seamless and customised onboarding process.
The We Complement Process
1. Initial Discussion:
Connect with us for an in-depth conversation. Share your challenges, and together, we’ll identify how we can bring unparalleled value to your business.
2. Onboarding Meeting:
We present you with a tailored onboarding process, showcasing the specific value we bring to your operations.
3. Implementation:
Experience a smooth onboarding period estimated at 4 to 5 weeks, finely tuned to your firm’s unique requirements and procedures.
Elevate Your Client’s Experience
Ready to transform your client management experience? Schedule a meeting with us to discuss your firm’s unique requirements. We are eager to partner with you, supporting your success and contributing to the continued excellence of your financial advisory practice. Embrace a new era of efficiency and client-centricity with We Complement’s Client Management Service.