FinanBridge

FinanBridge

Financial-Services

Company Tagline

Offshore Paraplanning for Australian Advisers | Accounting Support for Firms | Xplan, Platform Plus, Xero, QuickBooks

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Shivangi Sidana Avni Khurana Jujhar Singh Kalra Sunny Patel

Compare Companies Side by Side

Compare FinanBridge with 3 companies in Financial-Services

4 Companies
Comparison Field
FinanBridge
FinanBridge
Main Company
CPA TAX SHOP, a licensed certified public accounting firm in Maryland serving the DC metro area 2013
CPA TAX SHOP, a lice...
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Prestige Financial Services LLC
Prestige Financial S...
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Magellan Management Services
Magellan Management...
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Founded Year
2013 2015
Company Size
1 employee 2-10 2-10
City
Tyson's Corner, VA Dubai, Dubayy Singapore, Singapore
Country
United Arab Emirates Singapore
Skills & Keywords Comparing with main company
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
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
4
Total Companies
2013
Oldest Founded
2
Countries
55
Unique Skills

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Alternative Company Names

This company is also known as

FinanBridge फिननब्रिज ФинанБридж