We understand as an Adviser you may wish to make choices based on your own business model and client needs. Atlas is now able to provide you with those choices, whether you utilise Atlas Outsourcing with its onshore paraplanning or offshore paraplanning options.
Our paraplanning team can also generate Record of Advice (RoA) on our system or on your own system based on the information being provided to us by you.
These can also be supplied to us either by email or uploading the files to your shared dropbox or any preferred method of saving your files. Our team will then review it carefully and any outstanding information needed will be sent back to you for further clarification.
Below are the list of services we offer for ROAs: