Just a Better Way of Doing Admin
At Atlas Outsourcing as part of our commitment to excellence in all that we do and achieve, we are constantly reviewing our services to ensure we are not only contemporary, but also strongly aligned to the ever changing requirements and expectations of the Australian Financial Advising industry.
We stand for better ways of doing administration to reduce the business cost, resource and time allocated to this function in order to give back to our clients a greater focus on the profitable areas of their businesses.
SOA Statement of Services include single strategy, multiple cover risk, and multiple strategies.
Our paraplanning team can also generate Record of Advice (ROAs) on our system or on your own system
We also offer Modelling services from a single scenario through to multiple scenarios prepared
An Atlas Outsourcing primary and secondary resource already trained in all Virtual Administration (VA) Services
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!
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.
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
"Atlas Outsourcing - 23 December, 2022"
"Money Management - 25 May, 2022"
"Atlas Outsourcing - 15 December, 2021"
"Atlas Outsourcing - 16 September, 2021"
"Centrepoint Alliance - 09 April, 2021"
"Atlas Outsourcing - 21 August, 2020"