What review process services do Adviser Outsourcing complete for you?
They complete the following documents for us and our review preparation and servicing of clients:
- Client Annual Review Cover Letter
- Meeting Agenda
- Portfolio Report (report produced through Intelligent Office once plan values, contributions/ premiums, top-ups, withdrawals have been updated)
- Investment Progress Review Report (report produced through the Intelligent Office link to Dynamic Planner which provides a performance update over the last year, ideally from last annual client review)
- Letters of Authority prepared – if applicable
- Confirmation of Protection Plans held in Trust
How do you rate the work completed and efficiency from Adviser Outsourcing?
We have been using the Adviser Outsourcing Client Review facility for just over six months which is good and we are pleased with their work and rate them highly.
Adviser Outsourcing have adapted really well to our Meeting Agenda Template and how we look to cover off the client information. With protection cases on IO, they confirm with the provider as to whether the plan is held in trust and update IO if applicable.
The Investment Progress Review is generated through Dynamic Planner and pulls through the information from our back-office system, Intelligent Office. AO work to ensure all other data is completed which can be time consuming for us.
Would you recommend Adviser Outsourcing?
Thanks to Adviser Outsourcing, we have been able to provide clients with their annual client review documents on a regular basis, allowing myself to concentrate on preparing recommendations and implementing new business.
Without the help of Adviser Outsourcing Review Team, we would not be able to maintain the preparing and sending/ sharing of annual review documants on a timely basis.
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