Financial Advisory Backoffice Services.

Our team logs directly into your existing software (Iress Xplan, Plutosoft, Midwinter, AdviserLogic) via encrypted VDI/VPN connections with two-factor authentication. All client records and documents remain strictly hosted inside your sovereign Australian cloud instance with zero local file downloads.

• ✓ Direct login to your existing software stack with zero data migration friction.
• ✓ Strict APP 8 sovereign privacy compliance and bilateral confidentiality NDAs.
• ✓ Work completed natively within your customized advice templates and workflow wizards.

We maintain a strict 1–2 Day SLA across all advice deliverables, combining AI-assisted drafting speed with a strict 100% manual review by senior paraplanners.

• ✓ 1–2 Day SLA on standard SOAs, ROAs, and insurance replacement advice.
• ✓ Every document is 100% manually verified against Australian AFSL compliance standards.
• ✓ Complete strategy working notes and compliance checklists delivered inside your CRM.

Yes. Practices can hire dedicated paraplanners (from A$750/mo), dedicated financial administrators (from A$600/mo), or structured multi-role Pods (from A$1,000/mo) combining both advice production and admin support with senior QA supervision.

• ✓ Dedicated full-time staff working 38–40 hours/week exclusively for your firm.
• ✓ Structured pods for turnkey advice-production and admin capacity.
• ✓ Pay-As-You-Go overflow deliverables for seasonal peak volume.

An engagement begins by defining the work scope, the client-controlled software environment, access requirements, turnaround expectations and review process. A paid pilot can be used before moving to recurring capacity.

• ✓ The scope is matched to the relevant MCR Associates service desk and its published commercial model.
• ✓ The client provides or approves the operating procedures, templates and escalation path for the work.
• ✓ The client retains control over the pace and scale of the engagement.

No. MCR Associates is designed to work in the client’s existing approved software, cloud environment or virtual desktop workflow. The exact tools supported depend on the service being engaged.

• ✓ The client controls user access, permissions and multi-factor authentication.
• ✓ Work is completed within the client’s approved templates and operating process.
• ✓ The client retains ownership of its software licences, records and administrative settings.

MCR Associates’s operating model is based on client-controlled cloud software or virtual desktop access and a Zero Local Storage policy. Specific access controls are agreed with the client as part of onboarding.

• ✓ The client determines the access level required for the assigned work.
• ✓ MFA, restricted permissions and client-approved environments can be used where available.
• ✓ Confidentiality and data-handling requirements are established before operational work begins.

The client retains responsibility for final review, approvals and any regulated or client-facing decisions. MCR Associates provides operational preparation and support within the agreed scope.

• ✓ The relevant Australian licensed, registered or authorised client representative retains statutory responsibility where applicable.
• ✓ Review checkpoints and escalation paths are agreed for the client’s workflow.
• ✓ MCR Associates does not replace the client’s required principal, practitioner or decision-maker.

Yes. A defined pilot or tightly scoped initial workflow can be used to evaluate operational fit, communication, quality review and turnaround before a broader capacity arrangement is considered.

• ✓ The initial scope should identify the work type, required access and completion criteria.
• ✓ The appropriate service desk and commercial model are selected according to the work required.
• ✓ A successful pilot can be expanded only when the client is comfortable doing so.

MCR Associates operates as a B2B back-office support partner. Client-facing communication, regulated advice, decisions and relationship ownership remain with the client business unless a separate, approved scope explicitly provides otherwise.

• ✓ Work is performed according to the client’s operational boundaries and approved procedures.
• ✓ The client nominates the appropriate supervisor or escalation contact.
• ✓ Confidentiality and non-solicitation commitments can be addressed within engagement terms.

Turnaround expectations are confirmed when the work is scoped, taking account of complexity, client inputs, system access and the required review process. Urgent work is handled only where the agreed capacity and workflow allow it.

• ✓ The client and MCR Associates agree priorities and escalation arrangements during onboarding.
• ✓ Complete inputs and timely client decisions help keep work moving through the agreed workflow.
• ✓ The relevant page or proposal sets out any service-specific turnaround terms.