Administration Made Personal
We specialise in delivering tailored, technologically facilitated administration, through a wide range of platforms.
For The Best Results, Work With The Best People
We offer a range of remote services to help support the practice of financial advice.
Remote Administration
Specifically for financial advisers dealing with retail and high net worth consumers.
Technologically Facilitated
With experience across a broad range of advice models, providers, and platforms.
Tailored to Our Clients
Our experience means we are able to adapt our service to optimise the support we provide.
About 2.0
We support financial advisers and the efficiency with which they can deliver their service. We offer remote, technologically facilitated, administration, tailored to the needs of our clients.
We bring over two decades of experience and formal qualification in retail financial services, to help financial advisers manage their clients. We have experience across a broad range of advice models, providers, and platforms, and are therefore able to adapt our service to optimise the support we provide.
Our Services
We offer a range of remote services to help support the practice of financial advice.
Process
Advice process mapping to increase the efficiency of advice delivery and practice management.
02
Procedure
Documenting key procedures for critical components of practice management, to improve service continuity, training, and succession.
03
Client Relationship Management
Maintenance of back-office systems and coordinating client engagements through financial portals.
04
Client Data Management
Client file creation, data management, and retrieval.
05
Business Administration
Preparation, completion, and administration of business applications with investment and insurance partners.
06
Policy Administration
Processing Letters of Authority/Permission and liaising with product providers to gather relevant information for financial advisers. Managing fund withdrawals and top-ups for clients.
07
Money Laundering Prevention Compliance
Validating and documenting client identity, power of attorney, and related compliance checks.
Get in Touch
We’re looking forward to working with you
