Nothing stalled between meeting, advice, implementation and review.
Structured back-office support that keeps files, records and correspondence moving, so advisers can stay focused on clients.
Back-office support built around your practice
Grouped around the advice cycle: before the meeting, after the meeting, and ongoing.
Before the Meeting
Getting the file ready for the adviser to walk in prepared.
Appointment Preparation
Pulling together the information advisers need before client meetings and reviews.
Document Collection & Follow-Up
Requesting and tracking documents and information required from clients.
CRM Administration
Keeping client and prospect records accurate and current in your practice management system.
After the Meeting
Turning what was agreed into action.
Document Preparation
Preparing correspondence, forms and supporting documents ahead of client meetings.
Client Correspondence Preparation
Drafting routine client communications for adviser review and sign-off.
Implementation Administration
Handling the paperwork and follow-up involved in putting advice into action.
Ongoing
Keeping the practice's records and workflow current between reviews.
Ongoing Review Preparation
Preparing files and documentation ahead of scheduled client reviews.
Client File Management
Organising and maintaining client files in line with your practice's standards.
Data Entry & Workflow Management
Maintaining accurate records and keeping workflow stages moving on schedule.
General Back-Office Support
Day-to-day administrative support that keeps the practice running smoothly.
Before BrokViser, and with BrokViser
A few examples of what typically moves off an adviser's desk.
A note on scope
Adviser administration support is operational, covering the records, correspondence and workflow that sit around client meetings and advice delivery. It does not extend to providing personal financial advice or acting as the client’s adviser.
Client-facing correspondence prepared by BrokViser is drafted for adviser review and approval before it is sent, keeping the adviser in control of client communication.
Frequently Asked Questions
No. BrokViser supports licensed financial advisers and advice practices through paraplanning and administrative services. BrokViser does not hold an Australian Financial Services Licence and does not provide personal financial advice to retail clients. The adviser retains full responsibility for the advice provided.
Ready to hand off the administration slowing your practice down?
Tell us about your workflow and we'll work out which back-office functions could move off your desk first.