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eParaplan Connect

Financial Services

Specialities :
Admininstration
Paraplanning
Telephone answering service
Consultancy
Mortgage admin

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About eParaplan Connect

What does Eparaplan connect do?+

Comprehensive, bespoke, and innovative fixed fee support for financial advisers, planners, and mortgage brokers to facilitate your freedom through integrated client servicing, administration, and paraplanning. Award Winning Full Service Outsource Office for Financial Advisers. EPP aim to become an integral part of your business, providing a long lasting partnership, ensuring a positive impact on your growth and success. Support includes: Mortgage Admin, Wealth Admin, Client Servicing, Operational management, Administration, Customer Service, LOA Chasing, Income rec, Report writing, HR, Legal, Compliance, Marketing + Design. We work to understand and develop your business, enhancing your client journey and your fee income. This...

What are Eparaplan connect's specialties? +

Admininstration,paraplanning,telephone answering service,consultancy,mortgage admin,client servicing,operational mgt,practice mgt,and annual servicing

What is Eparaplan connect's industry? +

Eparaplan connect operates in the Financial services industry.

What is Eparaplan connect's revenue? +

Eparaplan connect's revenue is 11m - 100m

What is Eparaplan connect's company size? +

Eparaplan connect has 11 - 50 employees.

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