Offshore Paraplanning for Australian Advisers | Accounting Support for Firms | Xplan, Platform Plus, Xero, QuickBooks
FinanBridge is a premier financial services partner, dedicated to streamlining back-office operations for financial advisors and accounting firms. Specializing in offshore paraplanning and accounting support, FinanBridge empowers businesses to enhance efficiency and focus on strategic growth. Located primarily in Chandigarh, FinanBridge provides a comprehensive suite of services tailored to meet the evolving needs of the financial sector.
With expertise in delivering high-quality, compliant Statements of Advice (SOAs) and Records of Advice (ROAs), FinanBridge supports Australian financial advisors through meticulous projections, insurance comparisons, and in-depth strategy research. Utilizing industry-leading tools such as Xplan, Platform Plus, Midwinter, and AdviserLogic, FinanBridge ensures accuracy and compliance in every deliverable. The accounting division extends its services globally, offering cloud-based bookkeeping, management accounts, and year-end financials, leveraging platforms like Xero, QuickBooks, Sage, FreeAgent, and Quickfile.
FinanBridge's in-house team is structured to provide accurate, timely, and scalable support, ensuring clients can concentrate on fostering client relationships and driving strategic initiatives. Through proven team models, FinanBridge delivers quick turnaround times and cost-effective solutions, facilitating flexible and scalable delivery across various time zones. FinanBridge is committed to simplifying processes, reducing administrative burdens, and enabling confident scaling. We invite the management of FinanBridge to create a customized and exclusive company showcase and product listing on our platform to further amplify their market presence.
Compare FinanBridge with 3 companies in Financial-Services
| Comparison Field |
FinanBridgeMain Company |
CPA TAX SHOP, a lice...View Profile |
Prestige Financial S...View Profile |
Magellan Management...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2013 | 2015 | |
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Company Size
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— | 1 employee | 2-10 | 2-10 |
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City
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Tyson's Corner, VA | Dubai, Dubayy | Singapore, Singapore | |
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Country
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United Arab Emirates | Singapore | ||
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Skills & Keywords
Comparing with main company
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25 Total Skills
Financial Services
Offshore Paraplanning
Accounting Support
Xplan
QuickBooks
Financial Analysis
Cloud-Based Bookkeeping
Year-End Financial Reporting
Statement of Advice (SOA) Preparation
Financial Modelling
Accounting
Xero
Financial Reporting
AdviserLogic
Balance Sheet
Accounting for Firms
Paraplanning Support for Advisers
Platform Plus
Bookkeeping
Reconciliations
Midwinter
Record of Advice (ROA) Preparation
Insurance Comparisons
AFSL Compliance
Ledger scrutiny
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19 Total
19 Unique
Unique Skills:
Accountant
Bank Financing
Budgeting
Business Consulting
Cash Flow
CFO
+13
|
8 Total
8 Unique
Unique Skills:
Accounting Software Implementation
Financial Reports
Payroll
Profit & Loss
Sage 50
Tally ERP
+2
|
4 Total
4 Unique
Unique Skills:
Business Advisory
Financial Management
GST
Payroll
|
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