Financial Planning businesses are under increasing pressure to ensure key business activities are clearly documented, efficient and within compliance regulations. Recognising that your value to your business is primarily client facing, Task Buddy can help with your back-office admin support.

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• CRM management and support

• Xplan support (basic coding, task/thread management, datafeeds, interface management)

• Diary set up and management

• Client communication and support

• Reporting

• Email inbox support and management

• Data analysis and support with compliance investigations and remediation programs

• CPD tracking

• Events management (Client Webinars/Seminars, Conferences, Off-sites)