The Growth Partner for Financial Advisory Firms

Transforming the way financial advisors work with trusted expertise and seamless support. With Befree, scaling your practice becomes second nature.

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Paraplanning and admin outsourcing support for financial advisers

Why Financial Advisory Firms Choose Befree

We provide paraplanning and virtual admin services outsourcing for financial advisors and financial advisory firms, helping them focus on clients and grow their practice.

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Suitability Reports Prepared
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Hours Average TAT

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Average NPS

Highly Trained Professionals

Access a dedicated team of skilled experts who deliver accurate, reliable support across paraplanning and admin tasks.

Proven Experience​

With 20+ years of proven outsourcing experience, we understand the challenges financial planners and advisers face and provide solutions that truly fit your practice.

Secure and Scalable Operations

Robust systems, data security, and scalable support ensure you get peace of mind while expanding your capacity without the risks of in-house hiring.

Freedom to Grow

Skip the stress of recruitment, training, and staff shortages. Our ready-to-deploy teams give you the flexibility and stability your practice needs.

Our Services

At Befree, we provide dedicated outsourcing solutions for financial advisers and planners, as well as virtual admin services that let them focus on clients, not paperwork.

Paraplanning Services

Enhance your client value proposition with our expert paraplanning solutions, delivering accuracy and efficiency.

Virtual Admin Services

Efficient, reliable back-office admin support that keeps your firm running smoothly and clients happy.

How We Work

STEP 02

Assigning a Dedicated Support Team

  • Allocate the right specialists/resources for the client.
  • Introduce key contacts and establish communication channels.
STEP 04

Quality Assurance & Final Delivery

  • Conduct thorough review to ensure accuracy, compliance, and alignment with client expectations.
  • Deliver outputs in the agreed format and timelines.
STEP 01

Onboarding & Needs Assessment

  • Understand client requirements, goals, and pain points.
  • Collect necessary information and set expectations.
STEP 02

Assigning a Dedicated Support Team

  • Allocate the right specialists/resources for the client.
  • Introduce key contacts and establish communication channels.
STEP 03

Service Execution / Task Delivery

  • Begin working on agreed scope of tasks/projects.
  • Maintain transparency through regular updates and checkpoints.
STEP 04

Quality Assurance & Final Delivery

  • Conduct thorough review to ensure accuracy, compliance, and alignment with client expectations.
  • Deliver outputs in the agreed format and timelines.
STEP 05

Ongoing Support & Performance Reporting

  • Provide continuous assistance and scalability as client needs evolve.
  • Share insights, progress reports, and recommendations for improvement.

More Time for Advice, Less Time on Admin!

We take care of your paraplanning and practice admin so you can stay client-focused. Grow your business without growing your workload.
Free Up Your Time!

We Use The Tools
You Use

We integrate seamlessly with the software tools your practice already works with, so you stay in control while we handle the heavy lifting.
Connect today!
autoentry
NetSuite
xero
sage
vt
sage50
dext
hubdoc
quickbooks
freeagent
hm revenue
brightpay
capium
iris
taxcalc
cch
kashflow
bright
engager
senta
pixie
karbon
Ignition