Structured briefing
Capture advice scope, client circumstances, file locations, platforms, required modelling and licensee rules.
FOR PARAPLANNERS + PARAPLANNING FIRMS
Advice production. Streamlined.
Adial helps paraplanners validate intake, enter and reconcile data, coordinate comparisons and modelling, build tailored SOAs, apply each firm’s standards and return work with a visible evidence and review trail.
Less chasing. Fewer avoidable rebuilds.
Standardise the work without pretending every adviser, licensee or client case is identical.
Questions before drafting
Detect missing, inconsistent or stale information before it creates downstream rework.
Detailed, tailored drafting
Coordinate research, modelling, product comparisons, client-specific wording, attachments and adviser instructions in the correct SOA structure.
Review the draft before adviser hand-off
Check the SOA against the approved brief, strategy, source evidence, firm standards and defined compliance checks, then return clear findings, corrections and items requiring qualified review.
Firm-specific templates and controls
Apply the right template, terminology, licensee requirements, platform rules and escalation paths for each adviser business.
Review with evidence
Connect findings to sources, versions and responsible reviewers rather than opaque confidence scores.
See the real queue
Monitor work-in-progress, aging items, blocked dependencies and turnaround pressure across the team.
Micro execution inside macro capacity.
Know what is missing and why.
For each advice file, Adial can organise the brief, identify evidence gaps, track modelling and drafting dependencies, preserve reviewer feedback and make the final handoff easier to verify.
See demand, quality and bottlenecks.
Across all client firms, leaders can see intake quality, recurring rework, turnaround, capacity constraints, exception themes and which workflows require redesign.
A commercial model built for a paraplanning provider.
Paraplanning firms receive a tailored quote based on the named team, client-firm band, workflow catalogue and case or data usage - not an improvised fee hidden behind a demo.
Fixed-scope pilot
Prove one intake-to-handoff workflow with agreed client firms and acceptance tests.
Provider subscription
Named paraplanners and reviewers operate across the agreed team and client-firm band.
Visible variable costs
Case or data usage, specialist connectors, white-labeling and optional qualified review are shown separately.
See indicative practice pricing and tailored commercial options. Final fees are confirmed after systems, volume, client-firm count and controls are scoped.
Bring one brief that always turns into rework.
We will map the sources, handoffs, review points and acceptance criteria.
Start a paraplanner pilot