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Scale Up Paraplanning
Financial Services
SYDNEY, NSW 840 followers
An outsourced back-office for financial advisers, backed with industry expert technology and automation.
About us
Providing practical, sustainable, and innovative solutions via our Scale Up Practice Solutions team. As a team, we are in a unique position to use our combined expertise to refine and improve every aspect of your CRM, technology, and business operations, which ultimately leads to a more consistent customer experience. Our paraplanners are some of the leading experts in our industry. We have mastered the use of all major financial planning software, and have developed processes and workflows that best fit in with your business. It’s time you partnered with a leading, innovative paraplanning team.
- Website
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www.scaleupparaplanning.com.au
External link for Scale Up Paraplanning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- SYDNEY, NSW
- Type
- Privately Held
- Specialties
- Business Process Analysis, Paraplanning Outsourcing, Business Intelligence, Business Process Engineering, and Technology Consulting
Locations
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Primary
Get directions
Level 26, 44 Market Street
SYDNEY, NSW 2000, AU
Employees at Scale Up Paraplanning
Updates
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We have been working with some firms to be their eyes and ears in the #AI world. It takes a lot of time to keep up with the fast-paced change of AI. You must have a strategy around this; we are happy to help and have organised round-table discussions with other firms for cross-learning opportunity. Reach out if you would like to explore how we can assist you and your AI journey in advice.
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Jay Beckton joined us 3 months ago in a Head of Partnerships position. He has experience working at board level, sales and operations within financial planning firms. You don't just get an outsourced admin/paraplanning provider. You partner with a firm that has expertise in AI and understands the entire workflow and process of a financial planning firm and how to automate and reduce cost!
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Welcome to the 3 new practices that joined us last month. If you have some questions around how we can help, reach out to Jay Beckton at SUP.
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We have been working with some advice firms recently on their tech stack and automation manual tasks. https://lnkd.in/gq3YFfsg to download insights
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