Outsourced Paraplanning and
Intelligent Automation for RIAs
Your back office runs on the same software as every other firm. What you do with it is the difference. Valenta gives US-based RIAs a dedicated team of financial planning specialists, plus the intelligent automation layer that makes them faster, more accurate, and more scalable than staffing alone.
Staffing and automation.
Not one or the other.
Outsourced paraplanning means a dedicated external team handles your plan preparation, research, compliance docs, and admin, trained in your systems, and operating as an extension of your practice. Valenta goes further: we layer intelligent automation around the people so the repetitive, high-volume work gets handled at machine speed, and your team's expertise goes to the work that actually needs it.
Start with a paraplanner. Start with automation. Most firms end up with both.
The average RIA spends
less than 3 hours a day with clients.
The rest is data management, plan prep, data input, compliance documentation, research, and CRM upkeep. Work that matters, but that doesn't need your best people doing it manually. For most RIAs, the barrier to growth isn't the pipeline. It's capacity.
Every capability your
back office needs.
Four service areas, one managed engagement.
Pick the combination that fits where you are today.
Paraplanning and Financial Planning Support
Financial planning profiles in eMoney, MoneyGuidePro, RightCapital, NaviPlan
Cashflow analysis, retirement, estate, and education planning scenarios
Tax planning contributions (Retirement and Charitable) and tax loss harvesting
Insurance planning, life, disability, long-term care, P&C
Portfolio reviews and periodic rebalancing (80:20, 70:30, 60:40)
Equity, ETF, and sectoral research
Statement of Advice, Record of Advice, Execution Only preparation
Insurance Support
Insurance needs analysis HLV and goal-based
Illustration creation and comparison
Proposal preparation and pre-filing applications
Underwriting monitoring
Cashflow income projections for VUL and IUL products
Administrative and CRM Support
Client onboarding and CRM management Redtail, Wealthbox, Salesforce, Orion
Meeting agendas and post-meeting summaries
Daily reporting via Orion and Tamarac
Form filling Schwab, EQIS, Kingdom Trust, TD Ameritrade, Fidelity, SEI
Client and business communication management
AI-Powered Intelligent Automation
Automated document intake and data extraction
Workflow automation across onboarding, compliance, and reporting
Integration with your existing RIA tech stack
Human-in-the-loop oversight at every stage
We work in your systems from day one.
No ramp-up. No workflow disruption. Our team is trained across the full RIA tech stack.
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The RIA market is growing.
The capacity problem is getting worse.
of the top RIAs in the US are Valenta clients
of RIA firms are hiring to meet demand, but headcount alone doesn't solve capacity
financial plans delivered by Valenta's wealth management team globally
Start where you are.
Build from there.
Automation Assessment
A free 60-minute session. We map your current workflows, identify where staffing and automation create the most leverage, and tell you exactly what to expect.
Implementation
Right people placed, right automation configured, typically within four to six weeks. Full onboarding, SOP documentation, and IT setup included.
Continuous Improvement
Quarterly reviews and scorecards keep quality high and let you expand scope as your practice grows.
$4M AUM secured.
Plan implemented in two weeks.
A US-based advisor brought Valenta in when a prospective client, who had inherited $3M across real estate, retirement, and brokerage accounts, needed a comprehensive multi-scenario financial plan fast. The client was already paying 1.2% AUM to an advisor not meeting her expectations.
Valenta built out multiple eMoney scenarios covering home purchase options, retirement planning, education planning, estate planning, and a full advisory fee analysis, including real estate market research and tax implication analysis. Plan delivered in two weeks. The advisor's own estimate: four to six weeks in-house.
Client Spotlight MWA
Our Partnership with Valenta has allowed us to outsource key processes which has significantly increased our operational efficiency. They work closely with our team to understand our needs and streamline workflows effectively. As our business has expanded, Valenta has kept up with our growth and responded swiftly to our evolving resourcing requirements.
Wealth Management Solutions FAQ
Outsourced paraplanning means a dedicated external team handles financial plan preparation, research, compliance documentation, and admin tasks — trained in your firm's systems, working within your compliance framework, without the overhead of a full-time hire.
Most providers offer staffing only. Valenta combines qualified paraplanners with AI-powered intelligent automation — document intake, workflow automation, reporting, data extraction — so your back office runs more efficiently than staffing alone allows. And because we have deep wealth management expertise, we can identify exactly where automation creates real efficiency rather than just applying technology speculatively.
Our team is trained across eMoney, MoneyGuide, RightCapital, NaviPlan, Holistiplan, Redtail, Wealthbox, Orion, Riskalyze, and all major custodian platforms including Schwab, Fidelity, EQIS, and Kingdom Trust.
Most firms are live within four to six weeks — covering discovery, resource matching, IT and system access setup, SOP documentation, and team onboarding.
Yes. Valenta operates under ISO 27001 certification for information security, with IP-based access restrictions, confidentiality agreements, and encrypted systems. Our team follows your firm's compliance framework and supports audit preparation.
A paraplanner is a qualified financial planning professional trained in plan preparation, strategy research, insurance analysis, and compliance documentation. A virtual assistant handles general admin. Valenta's team provides financial services expertise.
No. Monthly billing with a 30-day notice period. No lock-ins.
Experience
Find out what's possible
for your RIA.
Book a free consultation with a Valenta wealth management specialist. We'll show you exactly where staffing and automation create the most leverage, and what it takes to get there.