Scale Your Practice with a Virtual AI-Paraplanner
Focus on delivering world-class advice and driving growth - let experienced paraplanners handle everything else.
The Most Competitive Price in the Market
Our proprietary AI platform powers our paraplanners, making them faster, more accurate, and dramatically more affordable than traditional providers.
Traditional Paraplanning Services
Heavy manual data entry
Slow, inconsistent turnaround
Higher costs driven by hours of repetitive work
Limited capacity and overloaded paraplanners
Output quality depends entirely on the individual
Our AI-Enhanced Paraplanners
AI automates data entry, document extraction, summaries, and prep
Faster, more reliable turnaround
Significantly lower pricing due to reduced manual hours
Paraplanners focus on analysis and client-ready deliverables
Fully managed workflow with consistent results
Higher accuracy and consistency through AI checks
{Offload the Work} That Slows You Down
Let a dedicated paraplanner handle the manual work—data entry, plan inputs, research, modeling, compliance tasks, and meeting prep—so you can reclaim hours every week and stay focused on clients and growth.
Deliver Better {Client Service}
With preparation, follow-ups, presentations, and proposal work handled for you, your meetings run smoother, your responses are faster, and your clients feel more supported—every interaction becomes more polished and proactive.
{Grow Your Firm} Without Adding Operational Burden
Scale your capacity instantly without hiring, training, or managing more staff. Your paraplanner plugs directly into your existing workflow and expands your ability to serve more clients at a higher standard.
How it works
Share your needs
We help identify the skills and traits that will make your paraplanner a perfect match
Meet your paraplanner
Meet your dedicated paraplanner in a virtual onboarding
Onboard and delegate
Connect your paraplanner to the tech stack and start delegating tasks
Optimize and scale
Leverage AI to delegate effectively, saving even more time
Only the top paraplanners join our team
Only the top 2% of applicants become paraplanners on our team. Each undergoes a rigorous vetting process to ensure your practice gets exceptional support.
Certified Financial Planners
10+ years of industry experience
Tech-fluent and tech-stack agnostic
Detail-oriented and deadline-driven
Experienced with leveraging AI tools
Affordable by Design. Powered by AI
We use AI to automate the repetitive, time-consuming parts of paraplanning, allowing our experts to work faster and more efficiently — and letting us offer top-tier support at a fraction of the traditional cost.
Welcome to Paraplanner!
Our team will be in touch shortly to schedule your demo.