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01

WELCOME

Just a Better Way of Doing Admin

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    MISSION

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    VISION

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    VALUES

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02

OUR SERVICES

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Statement of Advice

SOA Statement of Services include single strategy, multiple cover risk, and multiple strategies.

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Record of Advice

Our Paraplanning Team can generate a Record of Advice (ROA) on your own system i.e. XPLAN

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Modelling

We also offer Modelling services from a single scenario through to multiple scenarios prepared

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Virtual Administrator

An Atlas Outsourcing primary and secondary resource already trained in all Virtual Administration (VA) Services

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View All Services

03

OUR TESTIMONIALS

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I have gone through the stuff and given the team have never done this before, it turned out pretty well. I made a couple of changes with the structure and modified the comments but aside from that, it was pretty good. Thanks!

Macquarie Active

August 22, 2018

Thank you for arranging this so promptly. I'm not sure who completed it but I am very impressed. Everything was captured and it was done correctly.

Enter Fact Find into CRM

August 22, 2018

Brilliant - all looks good! That's exactly how I have been getting them done! There is only one or two time stamps to be corrected which is very impressive for the first time! Thank you

Dictation

August 22, 2018

04

OUR NEWS & BLOGS

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Atlas Outsourcing proactive in protecting human rights

"Atlas Outsourcing - 23 December, 2022"

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Diverger partners with Atlas on paraplanning services

"Money Management - 25 May, 2022"

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ATLAS CONTINUES TO GROW THEIR PARAPLANNING TEAM

"Atlas Outsourcing - 21 June, 2021"

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An interview with Jason Cutrupi | Centrepoint Alliance

"Centrepoint Alliance - 09 April, 2021"

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Atlas Outsourcing forms alliance with Morningstar

" - 02 October, 2020"

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Highly Talented Industry Emissary Joins the Board of Atlas

"Atlas Outsourcing - 21 August, 2020"

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Atlas Launches Onshore Paraplanning Services

"Atlas Outsourcing - 11 August, 2020"

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Planners shy away from outsourced services

"Money Management - 12 May, 2014"

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Wealthtrac Launches Admin Outsourcing Service​

"Money Management - 25 January, 2013"

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About Us

At Atlas Outsourcing we provide Australian Financial Advisers access to current and competitively priced paraplanning and administration outsource services. Offshore and onshore options are available. Offshore services are executed by an Asian based skilled team and managed by an Australian Director in Manila, Philippines.

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ATLAS OUTSOURCING

Copyright @ 2020. All Rights Reserved.

Contact Us

Address : 12A The Avenue, Windsor VIC 3181

Email : info@atlasoutsourcing.com.au

Phone : + 03 9018 5387

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