Paraplanning and practice support for financial advisers
Give your advisers more time with clients. Our paraplanners and administrators research, prepare and file the paperwork behind every piece of advice, working from our office inside your own systems.
Popular with financial advisers
Paraplanning & advice document supportResearch, product comparisons and draft Statements of Advice and suitability reports, prepared for your advisers to review.Client onboarding & fact-findsOnboarding emails, fact-finds, ID and document collection, so every client file starts complete.Practice administrationInbox, client files, billing and your practice software handled by an administrator who works as part of your team.Review scheduling & diary managementAnnual reviews booked, reminders sent and adviser diaries kept in order.Where your team's time goes
Advice documents take hours
Research, data entry and drafting a Statement of Advice or a suitability report can take longer than the client meeting itself.
Files must be audit-ready
Every recommendation needs a complete, consistent file, ready for a compliance review at any time.
Reviews slip when you are busy
Annual reviews and client service calls are the first things to slip when new business is busy, and the first things clients notice.
The work we take off your hands
- Paraplanning & advice document supportResearch, product comparisons and draft Statements of Advice and suitability reports, prepared for your advisers to review.
- Client onboarding & fact-findsOnboarding emails, fact-finds, ID and document collection, so every client file starts complete.
- Practice administrationInbox, client files, billing and your practice software handled by an administrator who works as part of your team.
- Review scheduling & diary managementAnnual reviews booked, reminders sent and adviser diaries kept in order.
- Data entry & document managementClient data kept accurate in your advice and CRM software, with documents filed where they belong.
- Client newslettersRegular, compliant newsletters that keep your firm in touch with every client.
Systems we work in
We work inside your advice and CRM software, including Intelliflo, and in Microsoft 365 or Google Workspace.
Software as well as people
Pulse, our own platform, is available on its own or with your Task Tango team.
Pulse BoardsSee every client file, review and task, who owns it and when it is due.Pulse HelpdeskClient requests from a web form or portal, answered to a response target.How we start working together
- 1
A free consultation
A 30-minute call about the work you want to hand over and how you do it today.
- 2
Your process, written down
We map the steps, templates and systems, and agree service levels with you.
- 3
Meet your team
People trained on your systems and your way of working, with a named account manager.
- 4
Hand over the work
By email, in your own systems or on a Pulse board, where you can see every task.
- 5
Checked and delivered
Every piece of work is reviewed before it reaches you, and we report on turnaround.
Why firms choose Task Tango
ISO 27001:2022 certified
Client data handled under a certified information security management system.
Office-based team
Everyone works from our office, supervised and trained, never from home.
Checked before delivery
A second person reviews the work before it reaches you or your clients.
Real-time visibility
See every task, owner and turnaround in Pulse, and message your team directly.
Before you delegate
Anything else? Ask on your consultation call or email admin@tasktango.co.
Do your paraplanners give financial advice?
No. Our team prepares research and draft documents for your advisers to review, change and sign off. Advice is always given by your own advisers.
Do you prepare documents for UK and Australian advisers?
Yes. We prepare suitability reports for UK firms and Statements of Advice for Australian firms, in your templates and style.
How is client data protected?
Task Tango is ISO 27001:2022 certified. Our team works from our office, never from home, under NDA, with access limited to the systems your firm grants.
Can we start small?
Yes. Start with a few documents or a single administrator on set days, and grow the support as your firm does.
Hand over the paperwork, keep the advice
Book a 30-minute call and we will map where your advisers' time goes and what a Task Tango team could take on.