We have partnered with TSFP to address how ServiceM8 could integrate with their current suite of Paraplanning Tools.
A question that always comes up when we are talking to prospective clients that are looking to start a Partnership with them is around how they carry out our work and in particular what financial ‘tools’ do we use, to help deliver quality, on-time services.
Over the years TSFP has used many different technologies, they have refined this down to a core set of software systems that they like to refer to as ‘Parapartnership Tools’.
They currently, subscribe, and have access to:-
- FE Analytics: for investment portfolio research,
- Cashcalc: for cash flow work (we are very familiar with Prestwood Truth),
- Synaptics: is used on an ad hoc basis,
- Exchange and Selecta Pension: is also used as and when required.
- We are also happy to use any other systems that you have licenses for.
- We have our own library of SL letters but again we are happy to use your templates if you prefer.
Keeping abreast of the latest technology, and thinking, in the world of Financial Advice is what TSFP believe sets them apart in their industry, additional tools that they use in order to ensure that we deliver quality service and meet continuing client demands:-
- Dropbox
- Manned web chat
- We also use client portals, as and when agreed and trained on.
In order to build a strong working relationship, TSFP does not charge separately for the use of any of its Parapartnership Tools. This is in line with our ethos of not billing separately for ad-hoc telephone calls and discussions. They also do not charge for the initial, additional, time they need to spend to understand how you work and require your advice letters to be structured, which is all part of their commitment to building a relationship – a Parapartnership.
We are always keen to talk with any IFA’s with over 5 years of experience, and working at Level 6 – we welcome the opportunity to provide an initial Cashflow analysis, for a prospective client of yours – at zero cost.