eParaplan Connect offers innovative solutions for financial advisers, featuring seamlessly integrated client servicing and mortgage support. With Wealth Connect™ and Mortgage Connect™, advisers can enhance efficiency and focus on building client relationships.

Wealth Connect offers 4 annual plans to streamline ongoing client servicing, ensuring regulatory compliance and maintaining engagement. Mortgage Connect offers 2 plans tailored for mortgage advisers, covering sourcing and administrative tasks.

Partnering with eParaplan Connect means fixed-fee support, helping advisers manage costs efficiently. The firm prioritizes trust, providing reliable servicing while advisers focus on core tasks.

Their ‘best practice’ approach ensures high-quality service, reflecting positively on advisers and uncovering growth opportunities.