Our Services
Client Reviews
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Client Reviews
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Annual / Monthly /Adhoc Reports
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Performance table for Annual Reviews
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Disclosure of fees and costs
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Send Valuations securely to clients
Fund Research
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Fund Research
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Utilising FE and Morningstar.
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Assessing portfolio performance
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Collaborating with in-house investment committees
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Conducting DFM research
Paraplanning Support
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Paraplanning
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LOA Chase and Product Research
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Cashflows, quotes & provider liaison
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Investment & Pension recommendations
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Suitability Reports and Implementation
Accounts & Finance
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Accounts & Finance
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Recording and Reconciling financial transactions
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Filing Gabriel Return
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Preparing month-end financial performance reports
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Forecast upcoming income and expenses
Administrative Services
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Administrative Services
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Liaise with Providers for plan information
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Updating Client Information in back-office software
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Clean up client data, input plans, contributions, withdrawals, fund transaction history.
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Annually refresh data based on client changes
IT Services
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IT Services
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Coding for customised digital fact forms
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Customised Administration portals for management and compliance information.
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Website development and maintenance
Why Insource?
Consenta is one of the top suppliers of back-office services to IFAs.
Owned and run by IFAs, we have a true understanding of the sector and challenges.
Optimised Back Office Operations
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Leveraging our expertise and infrastructure.
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No capital expenditures, recruitment fees, training costs, national insurance, or pension contributions.
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Streamlined team integration for smooth transition and operations continuity.
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Secured Internet Line (1:1) with no latency.
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Broadband, power backup, quality voice calls, security cameras, and office access.
Reliable Team and Infrastructure
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Highly educated staff trained by chartered financial planners.
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Uses secure platforms and addresses data security.
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Professional working environment in a comfortable, owned, grade A building.
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Operational efficiency
Scale Up with
Minimal Capital Investment
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Free up time.
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Increase employee productivity.
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Boost profitability
Our Clients
The only way we can fulfil our dream is by being fearless. What we want lies on the other side of fear. We can see the future as fierce and fearful, or we can see it as the opening of doors to newer opportunities and even more incredible achievements.
Mr. Kumar Mangalam Birla Chairman, Aditya Birla Group