100% Remote • Australia-Ready

Financial Planning Software & Tools Stack

Our remote paraplanners and financial administrators operate natively inside Australia's leading financial planning software suites, wrap platforms, and risk engines. Zero data migration, zero retraining required.

View Backoffice Rates → Discuss your Requirements

Zero Migration Works in your cloud tenant

Direct Login Xplan, Midwinter & Plutosoft

APP 8 Sovereign Zero local downloads or storage

Bespoke Coding Xmerge & Practice Wizards

Software Proficiency Matrix

Core Planning CRMs 100% Native

Iress Xplan (Xtools+, WealthSolver, Risk Researcher), Midwinter AdviceOS, Plutosoft, AdviserLogic, Dash.

Wrap & Custody Portals Live Access

Hub24, Netwealth, Praemium, Macquarie Wrap, BT Panorama, CFS FirstChoice.

Risk & SMSF Accounting Full Stack

Risk Researcher, Omnilife, Class Super, BGL Simple Fund 360, SuiteFiles, Annature.

Zero Retraining Required: Our paraplanners hit the ground running inside your templates from Day 1.

Pillar 01: Core Advice CRMs

Financial Planning Engines & Advice CRMs

Our paraplanners draft complex advice documents and model projections natively inside your primary CRM.

Iress Xplan

Xtools+, WealthSolver, Risk Researcher & CommPay

Complete operational mastery of Australia's market-leading advice engine. We handle fact-find mapping, cash flow modelling, product comparisons, and custom Xmerge template code.

✓ Multi-strategy cash flow & retirement capital growth modeling
✓ WealthSolver platform fee comparisons and superannuation consolidations
✓ Risk Researcher multi-quote comparisons and policy replacement tables
✓ Custom Xmerge template maintenance and dynamic field coding

Midwinter AdviceOS

Strategy modeling, digital fact-finding & ROA desk

Full end-to-end advice generation inside AdviceOS. We build strategy comparisons, transition-to-retirement models, and automated ROA documentation aligned with your practice guidelines.

✓ Transition-to-Retirement (TTR) and pension drawdown strategy comparison
✓ Digital fact-find synchronization and client profile normalization
✓ One-click ROA generation for annual reviews and rebalancing
✓ Licensee compliance checklist validation

Plutosoft

Modern client engagement, SOA generation & workflow engine

Leveraging Plutosoft's agile advice workflows to produce digital SOAs, client presentation packs, and interactive modelling scenarios rapidly and accurately.

✓ Dynamic SOA generation with interactive client modeling modules
✓ Direct wrap platform feeds reconciliation and asset mapping
✓ Client portal fact-find updates and risk profile capture
✓ Rapid ROA and annual review document turnaround

Morningstar AdviserLogic

CRM, research feeds, cash flow modeling & FDS tracking

Operating within AdviserLogic CRM to manage client records, link Morningstar investment research data, model cash flow trajectories, and automate ongoing fee consent workflows.

✓ Morningstar asset research integration and fund performance tables
✓ Client fact-find hygiene, entity linking, and data cleansing
✓ Cash flow budgeting, debt recycling, and goal tracking
✓ Automated ongoing fee disclosure (FDS) workflows and consent logs

Dash (formerly WealthO2)

Unified digital advice, MDA execution & portfolio rebalancing

End-to-end advice production and managed account administration in Dash, executing model portfolio rebalancing, client digital signatures, and ROA dispatch.

✓ Managed Discretionary Account (MDA) model portfolio alignment
✓ Digital advice generation and digital signature tracking
✓ Fee reconciliation and portfolio transaction reporting
✓ Client onboarding portal integration

Pillar 02: Wrap & Custody

Wrap Platforms & Custody Portals

Our financial administrators and paraplanners connect directly into your wrap platforms to execute account setup, rebalancing, and fee auditing.

Hub24

Account lodgement, in-specie asset transfers, managed account rebalancing, and custom valuation report generation.

✓ Account opening & ID verification check
✓ Model portfolio trade submission prep
✓ Regular savings plan & pension setup

Netwealth

Wrap administration, portfolio extracts, fee deduction reconciliation, and corporate action monitoring.

✓ Portfolio valuation & performance extracts
✓ Automatic fee deduction schedule audits
✓ Cash account minimum balance tracking

Praemium

Separately Managed Account (SMA) administration, non-custodial asset tracking, and comprehensive CGT tax reporting.

✓ SMA / UMA portfolio allocations
✓ Tax parcel optimization & CGT reports
✓ Off-platform asset reconciliation

Macquarie Wrap & CMA

Super, Pension, and Investment Manager platform workflows, Cash Management Account (CMA) feeds, and term deposit rolls.

✓ Macquarie CMA link & feed validation
✓ Term deposit rollover execution prep
✓ Third-party authority forms tracking

BT Panorama

Investor account onboarding, compact portfolio reporting, insurance policy links, and adviser fee consent submissions.

✓ Digital account establishment & rollovers
✓ Adviser ongoing fee consent uploads
✓ Group insurance benefit verification

Colonial FirstState (CFS)

FirstChoice Wholesale Super & Pension administration, FirstNet adviser portal transactions, and beneficiary nomination logging.

✓ Super consolidation rollover processing
✓ Binding death benefit nomination forms
✓ Investment option switching schedules

Pillar 03: Specialist Research & Operations

Risk Research, SMSF & Practice Tech

Specialist software proficiency across Australian life insurance comparators, SMSF accounting suites, and digital document workflows.

Risk Researcher & Omnilife

Multi-quote comparisons, feature matrices & policy replacements

Running comprehensive multi-quote comparisons across TAL, AIA, Zurich, NEOS, and MLC. We produce detailed replacement product analysis, stepped vs. level premium curves, and policy wording comparison sheets.

✓ Multi-quote research across all leading Australian retail insurers
✓ Stepped vs. level premium long-term trajectory projections
✓ Policy definitions benchmarking and loss-of-benefit disclosure notes

Class Super & BGL Simple Fund 360

SMSF portfolio ledgers, member balances & contribution caps

Extracting member balance ledgers, historical contribution records, and pension drawdown data from Class Super and BGL 360 to ensure 100% accurate modeling in SMSF SOAs.

✓ Concessional and non-concessional contribution cap verification
✓ SMSF pension minimum and maximum drawdown reconciliation
✓ Property LRBA gearing and asset valuation data extraction

SuiteFiles, Annature & DocuSign

Cloud document indexing, digital signatures & compliance registers

Maintaining structured practice folder architectures in SuiteFiles and SharePoint, managing electronic signature workflows via Annature/DocuSign, and archiving signed Authority to Proceed (ATP) files.

✓ Systematic file note and disclosure document cloud archiving
✓ Authority to Proceed (ATP) digital signature envelope tracking
✓ Licensee pre-audit compliance dossier compilation

Technical Scope

What We Do Inside Your Software

Hands-on technical tasks performed directly in your practice environment by dedicated paraplanners and financial administrators.

Xmerge Template Customization

Coding dynamic Xmerge fields, modifying Word macro tables, updating licensee disclosure clauses, and maintaining custom advice wizards.

Strategy Modeling & Projections

Building complex cash flow projections in Xtools+, testing transition-to-retirement scenarios, and generating WealthSolver product comparison graphs.

Pipeline & Application Chasing

Submitting personal insurance applications via insurer portals, tracking underwriting doctor reports, pathology checks, and wrap platform rollovers.

FDS & Ongoing Consent Logs

Tracking annual Fee Disclosure Statement (FDS) anniversary schedules, generating renewal consent packs, and logging opt-in records to ensure 100% AFSL compliance.

How We Connect

Simple & Secure System Onboarding

We plug straight into your practice workflows with zero disruption to your advisers.

Practice User Seat Setup

Your practice issues a dedicated user seat within your Xplan, Midwinter, or Plutosoft site, secured by your preferred multi-factor authentication (MFA).

Encrypted Remote Access

Our team connects via secure VPN or encrypted virtual desktop sessions. Work is conducted live with zero unauthorized local exports or downloads under APP 8.

Template & Style Calibration

We review your practice's sample SOAs, Xmerge codes, advice wizard defaults, and licensee compliance guidelines to ensure immediate alignment.

Live Delivery & 100% Manual QA

Advisers upload strategy briefs. Deliverables are prepared inside your system on a strict 1–2 day SLA, with 100% manual review by senior paraplanners.

Advisory Software & Integration FAQs

Clear answers regarding software credentials, template customization, wrap platforms, and data security.

How do your remote paraplanners and admins connect to our software? +

Our team connects directly to your existing cloud-hosted instances (Xplan, Midwinter, Plutosoft, AdviserLogic) using secure credentials provided by your practice, protected by multi-factor authentication (MFA/2FA) or secure VDI/VPN connections. All client data and generated advice files remain strictly within your sovereign Australian cloud ledger with zero local file downloads.

✓ Direct login to your existing software tenant with no data migration or third-party sync software required.
✓ Strict Australian Privacy Principle (APP 8) compliance with zero local drive storage or unauthorized data exports.
✓ Work is conducted live in your software so your local team has instant real-time visibility.

Can your team work with our bespoke practice templates and Xmerge codes? +

Yes. Our senior paraplanners and template specialists are highly experienced with customized Xmerge (.XPT), Word templates, and advice wizards. We adapt 100% to your firm's specific formatting, branding, advice philosophy, and disclosure wording.

✓ Xmerge coding, automated field mapping, and dynamic table scripting.
✓ Formatting complex strategy tables, WealthSolver comparisons, and Risk Researcher summaries to match your branding.
✓ Calibration phase during onboarding to ensure exact tone of voice and licensee compliance alignment.

Do we need to buy extra software licenses for your paraplanners? +

Your practice simply provisions a standard user login seat within your existing software tenant (e.g. Xplan or Plutosoft). Because our team works during Australian business hours (with 4.5+ hours AEST live overlap), they use standard practice credentials just like an onshore staff member.

✓ Standard user seat issued under your AFSL or practice account.
✓ Immediate credential revocation capability at your practice principal's or IT administrator's discretion.
✓ No specialized third-party software licenses or integration subscriptions needed.

Which wrap platforms and custody portals does your team support? +

Our team handles day-to-day administration, data extraction, and portfolio operations across all major Australian wrap platforms including Hub24, Netwealth, Praemium, Macquarie Wrap, BT Panorama, and Colonial FirstChoice.

✓ Platform fee schedule extracts and WealthSolver benchmarking data.
✓ Model portfolio rebalancing data entry and asset allocation reconciliation.
✓ Account opening tracking, transfer in-specie forms, and rollover status monitoring.

How do you handle multi-insurer quoting and risk research? +

Our paraplanners utilize Risk Researcher, Omnilife, and insurer adviser portals (TAL, AIA, Zurich, NEOS, MLC) to run comprehensive multi-quote comparisons, medical pre-assessments, and replacement product tables.

✓ Multi-quote research across Life, TPD, Trauma, and Income Protection policies.
✓ Stepped vs. level premium comparison modeling and long-term cost curves.
✓ Policy definition comparisons and statutory loss-of-benefit disclosure notes.

Can your administrators assist with CRM data hygiene and FDS tracking? +

Yes. Our financial administrators maintain ongoing CRM data cleanliness in Xplan and Plutosoft, logging client file notes, updating insurance and investment schedules, and tracking Fee Disclosure Statement (FDS) anniversary schedules.

✓ Client fact-find data entry, entity structure mapping, and risk profile documentation.
✓ Annual FDS schedule tracking and ongoing fee consent pack generation.
✓ CommPay commission schedule reconciliation and revenue tracking.

Plug skilled paraplanners into your software today.

Dedicated paraplanning capacity starting from A$750/month. No software migration, no lock-in contracts.

View Backoffice Rates → Discuss your Requirements

Important Regulatory & Software Disclaimers

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).

Third-Party Software & Trademark Notice: Software platform names (including Iress Xplan, Midwinter AdviceOS, Plutosoft, Morningstar AdviserLogic, Dash, Hub24, Netwealth, Praemium, Macquarie Wrap, BT Panorama, Class Super, and BGL Simple Fund 360) are trademarks of their respective copyright holders. Reference to these software suites signifies technical proficiency and does not imply direct partnership, affiliation, or endorsement.

Data Security & Sovereignty: MCR Global personnel access client software tools securely via encrypted VDI/VPN connections with zero local data storage under the Australian Privacy Act 1988 (Cth) and APP 8 guidelines.