360 Degree Outsourcing &
Back Office Solution

A 360 Degree Outsourcing & Back Office Solution, developed in-house and exclusively for Pearl’s adviser clients.

Imagine being able to seamlessly outsource the majority of your back office work and administrative function, to free up more of your time to get in front of clients and grow your business, while improving your efficiency and turnaround times, baking in compliance systems and enhancing profitability?

Features

Adviser Central is a suite of technology, human teams and workflows integrated into your everyday Office tools, which can completely replace the need for your own paraplanning, research and client services team. 

Adviser Central is made available to all Pearl adviser clients at preferential rates, and can drastically change and improve the way you operate your practice:

  • Outsourced Product Research

  • Outsourced Paraplanning & SOA Production

  • Implementation Services

  • Client Liaison Services

  • XPlan Licence Subsidised

  • Xplan Advice Templates

  • Xplan Support and Help Desk

  • XPlan Customisation – Tools/Thread, Processes, Templates

  • Compliance Support

  • Compliance Audit Services

  • Workflow Modules

  • Technical Advice support including SMSFs

  • Policy & Procedures

  • SMSF Administration

  • Data Feed Management

  • Xero Support

Adviser Benefits

Speed & Efficiency

Turn SOAs around quicker, implement faster and move client files into review & maintenance to free up more time for new business 

Quality

Have the peace of mind that the advice, research and implementation work is being handled to the highest standards, completely vetted and endorsed by your licensee - baking compliance into your process

Cost & Profitability

Fixed priced service fees for research, SOA and implementation mean that you are only paying for services that are attached to revenue generating activities, not paying for idle staff and avoiding significant salary overheads. All contributing to the likelihood of improved profit margins

Insights

Pearl’s latest thinking on investing, wealth creation and industry news.

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