Finsight Solutions prides itself in not only partnering with the clients but owning the back-office functions that are outsourced to us on an end-to-end basis. We provide tailored back-office solutions for all types of financial planning businesses – AFSL Holders, Lawyers, Financial Planners and Consulting Groups.

We do not place our clients in a box and take the ‘one size fits all’ kind of an approach. Instead, we create a customized plan for our financial planning business clients to map a course of action where they conquer the front part of the office providing the best outcome for their clients and leave the back office for us to manage. We endeavour to understand your business first, consult on the processes that will be most effective for the business and provide the services that the business requires on an ongoing basis. Or else, if you have a robust back-office system already in place, then we are flexible to adapt to the efficiencies already built in the business.