Wealth Management

Born from Wealth Management Excellence

Valenta specializes in comprehensive paraplanning services for financial advisors and wealth management firms. Originally focused on wealth management, we have shifted our focus to premier paraplanning services. With a deep understanding of financial intricacies and a dedication to precision, we empower financial advisors with tailored solutions. Our transition from wealth management to specialized paraplanning enables us to offer unique industry insights and strategic support, enhancing both your practice and client satisfaction.

At Valenta, our mission is to empower Planning and Wealth Management firms with the right staffing, cutting-edge RPA, and advanced analytics solutions. We optimize operations, foster innovation, and ensure superior client outcomes. With our deep expertise in the financial advisory industry, we are dedicated to transforming how RIAs operate and thrive in a rapidly evolving market.

Industry Challenges

Operational Efficiency

Time-consuming tasks like data entry and report generation drain focus from client-facing activities, undermining operational efficiency and strategic planning.

Technology & Innovation

Keeping pace with rapidly evolving technology, including financial software and cybersecurity, challenges firms and strains resources.

Specialized Expertise

Meeting client demands for specialized expertise in tax planning, estate planning, and alternative investments can strain resources and in-house capabilities.

Cost Management and Scalability

Balancing cost management and scalability while maintaining profitability under fee pressures and market competition is a persistent challenge.

Client Service and Satisfaction

Delivering personalized client service and maintaining high satisfaction levels amid rising client expectations is essential but challenging.

Risk Management & Contingency Planning

Developing effective risk management and business continuity plans to mitigate operational disruptions is crucial yet challenging.

Strategic Focus and Growth Initiatives

Balancing day-to-day operational responsibilities with strategic initiatives aimed at business growth, innovation, and market differentiation can be challenging. Outsourcing routine tasks and operational functions allows RIAs to focus on strategic planning, client acquisition, and developing value-added services that differentiate their practice in the marketplace.

Core Competency

Expertise in Financial Planning

Comprehensive Financial Planning: Holistic services including retirement planning, tax planning, estate planning, and risk management.

Certified Professionals: Certified financial planners (CFP), Chartered Financial Analysts (CFA), and other accredited professionals ensure high-quality advice.

Advanced Technology and Regulatory Compliance

Advanced Financial Tools & Data Security: Accurate forecasting, scenario analysis, portfolio management, and robust security measures to protect sensitive information.

Regulatory Compliance Management: A deep understanding of financial regulations ensures that clients remain compliant with all financial laws.

Client-Centric Approach

Customized Solutions: Tailored financial planning solutions to meet the unique needs and goals of each client.

Exceptional Customer Service: High client satisfaction through proactive communication, responsiveness, and support.

Advanced Automation Capabilities

Process Automation: Expertise in automating repetitive and time-consuming financial planning tasks, including data entry, report generation, and compliance checks.

Intelligent Automation: Leverage AI to enhance RPA capabilities, including natural language processing (NLP) and machine learning (ML) for complex tasks and decision-making.

Data Analytics and Insights

Predictive Analytics: Skilled in AI to analyze historical data and predict future financial trends, aiding informed decision-making.

Real-Time Insights: Provide real-time financial insights and analytics through AI-driven dashboards and reporting tools.

Cost Efficiency

Cost-Effective Solutions: Deliver high-quality financial planning services at competitive rates to provide value to clients.

Operational Efficiency: Streamline processes to reduce costs and improve service delivery.

Scalability and Flexibility

Scalable Solutions: Meet the needs of both small clients and large institutions.

Flexible Engagement Models: Offer various models, such as project-based, retainer-based, or full-service outsourcing.

Valenta Staffing for Advisors - Use Cases Expertise

Insurance Support

Insurance Analysis (Life, Disability & LTC)
Insurance Need Analysis (HLV & Goal)
Illustration Creation and Comparison
Proposal Creation and Disclosures
Pre-Filling Applications
Underwriting Monitoring
Cashflow Income Projections (VUL and IUL)

Financial Planning Support

Risk Analysis and Evaluation
Creating Financial Planning Profile (eMoney, MGP, RightCapital, NaviPlan)
Cashflow Analysis
Budgeting, Dept Consolidation and Restructuring
Tax Planning (Contributions and Tax Loss Harvesting)
Retirement Planning (DCP, DBP, IRA..etc)
Insurance Planning (Life, DI and LTC)
Education Planning (529 and Coverdell)
Estate Planning (Will, POA, HCP, DAF and Trust)

Admin Support

Client Onboarding & CRM Management
Meeting Agendas (Pre & Post meeting)
Meeting Summary (Mindmap, Asset-Map, Financial Profiling)
Daily reporting (Orion and Tamarac)
Client and Business Communication
Form Filling (Schwab, EQIS, Kingdom Trust, etc)

Investiment Analyst

Portfolio Review (Current and Proposed)
Periodic Portfolio Rebalancing (80:20, 70:30, 60:40)
Equity Research (Stocks, ETF, MF, Bond)
Sectoral Research (Cannabis, Meat, Super Market)
Private Investment (Opportunity Zone)
Rental Real Estate (Commercial and Housing)
IPS Creation

What You Get with Valenta

qualified experts

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plans delivered over a decade

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satisfied customers across the globe

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client satisfaction

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AUM growth achieved for clients through diligent work,

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What Sets Valenta Apart

Choosing Valenta means partnering with a paraplanning service provider that not only understands your business but also shares your commitment to excellence and client success. Discover the difference we can make for your practice.

Expertise and Experience

We distinguish ourselves through years of experience in both wealth management and specialized paraplanning services. Our team comprises seasoned professionals with deep industry knowledge, ensuring we understand the intricacies of financial planning and can provide comprehensive support.

Tailored Solutions

We take a personalized approach to every client engagement, tailoring our paraplanning solutions to meet the specific needs and preferences of each advisor or firm. This ensures that our services align perfectly with your practice’s objectives and operational style.

Efficiency and Accuracy

Our commitment to efficiency and accuracy sets us apart. By leveraging advanced technology and meticulous processes, we streamline your workflow, enhance data management, and deliver high-quality reports and analyses promptly.

Compliance and Reliability

We prioritize compliance and reliability in everything we do. Our rigorous adherence to regulatory standards ensures that all client interactions and documentation meet industry requirements, providing peace of mind and mitigating risks.

Client-Centric Focus

We place a strong emphasis on building lasting relationships and delivering exceptional client service. Our proactive communication and responsiveness mean you can rely on us as a trusted partner, supporting your growth and success.

Innovation and Continuous Improvement

We are dedicated to staying at the forefront of industry trends and advancements. By continuously looking to automate and streamline operational workflows such as data management, compliance, and reporting, we boost efficiency and accuracy while simultaneously tracking them analytically.

Scalability and Cost Reduction

Our scalable solutions are designed to grow with your practice, helping you manage costs effectively. By outsourcing paraplanning tasks to us, you can reduce overhead and focus on strategic initiatives that drive growth.

Expertise and Experience

Tailored Solutions

Efficiency and Accuracy

Compliance and Reliability

Client-Centric Focus

Innovation and Continuous Improvement

Scalability and Cost Reduction

Service Delivery Model

Main Resource

Part time/Full time

Committed Model

Volumne based

Solutions

Weekly video calls with your team.
Access to our highly intuitive workflow management portal
Access to UK paraplanners
Fixed annual fee
No holiday or training heacaches

Concierge Level Service

Our executive administration, operations, and IT staff are ready to support typical RIA needs. This concierge-level service allows you to focus on what you do best, while our team handles operational and administrative tasks, providing you with greater peace of mind.

Redundancy and Procedures

The greatest benefit comes from our system, operations, and personnel redundancy in case of an emergency. We help you prepare for the unexpected, ensuring you have fully documented procedures and policies for your firm.

Institution-Level Support

Enjoy the benefits of an institutional platform without the conflict of interest found in traditional financial services platforms. Our team ensures adherence to industry standards and best practices, providing expanded bandwidth and scalability during periods of rapid growth or personnel changes.

Industry Partnerships

We have partnered with and vetted reliable third-party technology and professional solutions providers to help reduce your costs and identify best-of-breed solutions tailored to your business.

Growth Support

Our growth support services include traditional and digital marketing, social media account management, content creation (both long and short-form), website design, and maintenance. These services follow industry best practices and are available in-house or through our vendor partners.