As an outsourcing solution provider AccSource can equip Financial Planning Firms with top-tier operational and administrative capabilities through Paraplanners, and Virtual Assistants. Gear your firm up with higher capacity through comprehensive outsourcing solutions. AccSource’s robust IT and ISO 27001 security framework is the foundation you need for peace of mind, ensuring the highest confidentiality and care for your data.
SOA Preparation
Preparation of Statements of Advice, with compliance and clarity in financial recommendations for your clients.
ROA Preparation
Your team at AccSource can enable you to diligently craft Records of Advice, providing accurate and timely documentation of client consultations for you.
Financial Planner Back-Office Support
Comprehensive support services that customised to suit your business’s back-office operations, enhancing your efficiency and focus on client engagement.
Customer Support Services
Customer support helps enhance customer experience through responsive and professional assistance to enhance client relations and satisfaction.
SMSF Annual Compliance
Your team at AccSource can enable you meticulously manage your client’s Self-Managed Super Funds compliance requirements, with accuracy and regulatory adherence.
Cash Flow Analysis
In-depth analysis of cash flows to provide insightful financial planning and decision-making support for your team.
Vendor Liaison
Your team can act as your liaison with insurance providers, SMSFs, and banks, facilitating smooth communication, transactions including research tasks for better rates.
Forecasting for Five/Ten-Year Period
Your team at AccSource can assist you with strategic long-term forecasting to aid in making informed decisions and planning advice.
Virtual Assistant Services
Professional virtual assistance to manage various administrative tasks, increasing your team’s productivity and efficiency.
Mail Management
Efficient handling and organisation of mail, ensuring timely responses and maintaining the flow in communication.
Chat Support
Real-time chat support to address client queries promptly, enhancing customer engagement and support.
Why AccSource?
Client-focused, Customized Solutions and Proactive Engagement
No business is the same and there isn’t a standard outsourcing solution suiting all businesses and their functional requirements. When we partner with you, we jointly understand the goals and objectives of outsourcing, the service lines or functions to be outsourced and accordingly customize the solution that suits your specific needs. Our client-focused approach leads us to being proactive in all our dealings with you – we will ask questions, suggest best practices and devise the delivery mechanism suiting your business requirements.
Highly Secure & Process Oriented
Highly secure environment, through a combination of the security measures of AWS and our own IT systems, we ensure that your data and information remain protected at all times. Controlled access, even your cloud applications are controlled with custom software, without the need of a password by the team members. At all times, you are in complete control of your data.
