Valenta is the largest Paraplanning and Financial Planning Virtual Assistant service provider globally. Valenta’s team of Paraplanners and Financial Virtual Assistants help Financial Planning and Wealth Management executives transform their operations and increase productivity and profitability through a combination of Staffing, Automation and Artificial Intelligence. Valenta’s team of Paraplanning and Administration professionals are highly qualified and certified on all leading software applications.
Our Paraplanning and Virtual Assistant services deliver significant value to our clients by the reducing cost of operations, helping them attain world class cost structures, and implementing effective controls. We have standardized all Paraplanning and Virtual Assistant processes with a high degree of automation.
We have comprehensive and integrated Paraplanning and Virtual Assistant service capabilities. We augment our capabilities by continuously investing in building Paraplanning and Virtual Assistant expertise through:
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