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2plan launches virtual administration service

2plan Wealth Management has launched an online administration service to help advisers with high productivity levels manage their work load.

The pay-as-you-go virtual administration service enables 2plan’s 100 advisers to electronically package up their business, including suitability reports and compliance approval.

2plan Wealth Management chief executive officer Chris Smallwood says: “For those advisers with very high levels of production and especially those that do a number of smaller cases, as opposed to a few larger ones, there can at times be quite a lot of work involved in packaging everything together ready for e-submission.

“Our new service provides the full administrative support to package business cases completely electronically and no paper is required.”


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