ABR Paraplanning’s Investment Administration service ensures seamless processing of trades, portfolio rebalancing, and performance reporting—all while adhering to strict FCA and MiFID II standards. We act as your silent back-office partner, handling the complexities of investment operations so your advisors can focus on client relationships and growth strategies. From daily reconciliations to tax-year-end preparations, we deliver accuracy you can trust.
Our scalable solutions integrate with major platforms like AJ Bell, Fidelity, and Hargreaves Lansdown, ensuring real-time data accuracy and reducing manual errors. Whether you’re managing discretionary portfolios or executing bulk trades, we provide tailored support to streamline workflows, cut costs, and maintain full regulatory transparency. With ABR, your investment operations are not just efficient but future-proofed for evolving compliance demands.
Designed to adapt to your firm’s needs, our services scale seamlessly during peak periods like tax-year end or sudden client onboarding surges. With secure cloud-based workflows and integrations with leading platforms (e.g., Intelliflo, Moneyinfo), we eliminate bottlenecks while maintaining data integrity. The result? Your advisors save 10+ hours per week, clients receive faster turnarounds, and your business gains a competitive edge through operational excellence.
End-to-end trade execution, confirmation, and settlement support with custodian liaison—ensuring timely, error-free transactions.
Automated rebalancing aligned to client risk profiles, coupled with crystal-clear performance reports for advisors and clients.
Built-in MiFID II checks, best execution monitoring, and audit trails to protect your firm from regulatory risk.
