Outsourced paraplanning firm Plus Group has launched Provider Lookup, a research tool giving paraplanners, administrators and advisers access to 1,300 financial provider records.
The tool gives access to provider records neatly organised in an intuitive system, quick to access and easy to locate the required details, including by plan number. And there is click-to-call functionality inbuilt.
The cost is £5.99 monthly or £4.99 a month when charged as an annual subscription (£59.88)
Plus Group is giving Professional Paraplanner readers a 10% discount code to use on their first year’s subscription. Add the code PROF 10 when you subscribe.
Scott Daniels, co-founder of Plus Group, said: “Provider Lookup is a service we originally developed for our in-house paraplanner and administrator teams back in 2020, to help them quickly get hold of provider details and get on with the job. As an internal tool it has saved us considerable amounts of time and increased our productivity by simplifying the repetitive tasks and better streamlining our workflow.
“It soon became obvious that there was a wider application for the service within the industry, so we have built it to be outward facing as well, including a Chrome extension.
“One of the cool features is that you are able to search by plan number making it super easy to find the provider details needed.”
“At the cost of a barista style coffee per month, we think it will quickly become popular with paraplanners and administrators by saving them the trouble and frustration of trying to find the right contact details for a client’s product or where to send documents, in one always available system.”
The tool includes:
- Phone, email and web details for each provider collated in the system
- Providers are sorted into departments, with relevant contact details
- The ability to create favourite lists for most used providers
- Search by plan number
- The tool comes as a browser extension
- The system is updated daily
- Extra notes include, for example, whether a provide accepts digital signatures
- Support link
Daniels continued: “As paraplanners ourselves, we are excited to be launching Provider Lookup as we think it will make paraplanners and administrators lives so much easier.”
