Financial Advisory Backoffice Services.
End-to-end paraplanning, strategy modeling, compliance reviews, and financial administration tailored to Australian AFSL holders and financial planning firms—saving 50% to 70% on backoffice staffing costs.
End-to-End Advisory Backoffice Capabilities
Tailored directly to your firm's advice process, software templates, and compliance standards.
SOA Preparation
Comprehensive Statements of Advice—from strategy research and product comparison to compliant, client-ready documentation. We handle simple through to complex multi-strategy SOAs.
- ✓ Simple, Standard, and Complex Multi-Entity SOAs
- ✓ Superannuation, retirement TTR, and personal risk advice
- ✓ Strict 1–2 Day SLA with 100% manual compliance review
ROA Preparation
Records of Advice for ongoing client reviews, portfolio rebalancing, superannuation top-ups, and insurance renewals. Tiered by complexity to match your practice needs.
- ✓ Annual review document generation & rebalancing ROAs
- ✓ Fast turnaround starting from A$50 per deliverable
- ✓ Formatted to your licensee templates in Xmerge/Plutosoft
Insurance Research
Life, TPD, trauma, and income protection needs analysis. Product comparisons across all major insurers, with detailed replacement analysis where required.
- ✓ Multi-quote research in Risk Researcher (TAL, AIA, Zurich, MLC)
- ✓ Existing vs. recommended policy feature comparisons
- ✓ Premium structure modeling (stepped vs. level) and loadings
Investment Research
Portfolio analysis, fund comparisons, WealthSolver modelling, and asset allocation reviews. Supporting your investment committee or direct advice process.
- ✓ WealthSolver platform fee comparisons (Hub24, Netwealth, Praemium)
- ✓ Model portfolio switching and asset class rebalancing
- ✓ Capital gains tax (CGT) impact modeling & fee schedules
Compliance & File Reviews
Pre-lodgement file reviews, compliance audits, and regulatory documentation. Ensuring your advice files are ASIC-ready and meet strict AFSL requirements.
- ✓ Best Interests Duty (Corporations Act s961B) verification
- ✓ Licensee pre-audit file cleanups and checklist auditing
- ✓ Advice register tracking and disclosure audit notes
Financial Administration & Admin Support
File notes, client correspondence, CRM management (Xplan), Fee Disclosure Statements (FDS), and application processing. Your back office, handled remotely.
- ✓ Client fact-find data entry and CRM hygiene (Xplan, Plutosoft)
- ✓ Annual Fee Disclosure Statements (FDS) & ongoing fee consents
- ✓ Underwriter requirement follow-up & rollover tracking
Direct & Compliant Remote Workflow
Zero data migration. Zero software onboarding lag. Direct encrypted login into your existing software stack.
Your Advice Practice
Adviser uploads brief and strategy notes directly into your existing software (Xplan, Plutosoft, Midwinter).
Dedicated Backoffice Team
Secure VDI/VPN login, AI-assisted drafting speed, and rigorous 100% manual review by senior paraplanners.
Client-Ready Deliverable
Compliant SOA or ROA completed in 1–2 days inside your system, ready for adviser presentation and sign-off.
Direct Access into Your Existing Tools
Our paraplanners and financial administrators are pre-trained across all major Australian financial planning software platforms. We integrate into your software with zero onboarding friction.
View Full Software Stack Details →Xtools+, WealthSolver, Risk Researcher, CommPay, and Xmerge templates.
Client onboarding, modeling engines, and automated ROA/SOA wizards.
Strategy modeling, cash flow projections, and digital fact-finding sync.
Hub24, Netwealth, Praemium, AdviserLogic, and document portals.
Flexible Engagement Models
Transparent pricing starting from A$600/month. No lock-in contracts. 30-day exit clause.
Dedicated Full-Time
38–40 hours/week, working exclusively for your practice.
Pay-As-You-Go Deliverables
On-demand overflow support for peak periods with strict 1–2 day turnaround.
Structured Pods
Turnkey advice-production and admin units with embedded QA leadership.
Frequently Asked Questions
Clear answers regarding our service delivery, turnaround SLAs, software integration, and QA standards.
Ready to scale your advisory backoffice?
Discuss your advice volume and software stack with our advisory leadership. Starting from A$600/month with zero lock-in contracts.
100% Remote BPO Model: MCR Global Financial Advisory Backoffice is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated operational, administrative, and paraplanning personnel to Australian financial planning practices.
No Financial Advice Provided: MCR Global is not a financial adviser, financial planner, or Australian Financial Services Licensee (AFSL) holder. MCR Global does not provide personal or general financial product advice, financial planning services, or financial recommendations under the Australian Corporations Act 2001 (Cth).
AFSL & Adviser Responsibility: All Statements of Advice (SOAs), Records of Advice (ROAs), strategy working papers, and research documents prepared by MCR Global personnel are drafted under the explicit direction and guidelines of the client practice. The client Australian Financial Services Licensee (AFSL) and its authorised representatives remain solely and legally responsible for reviewing, verifying, approving, and issuing all advice to end clients.
Third-Party Systems & Data Security: Platform names (including Xplan, Plutosoft, Midwinter) are trademarks of their respective copyright holders. MCR Global personnel access client software tools securely via encrypted VDI/VPN connections with zero local data storage.