A fully integrated support engine for financial advisors and planning firms.
Problem We Solve
Why Financial Advisors
Need Back-Office Support
Admin work reduces advisor focus and productivity.
Slow turnaround impacts client experience and retention.
Constant documentation and checks strain compliance.
Scaling becomes difficult without reliable operational support.
Our Solution
The Last Mile Advantage
At Last Mile Analyticx, we act as a true extension of your advisory practice. Our team integrates directly into your workflows and software, enhancing efficiency without disrupting your operations. From paraplanning to compliance checks, we deliver reliable support that boosts turnaround time, improves client experience, and strengthens overall practice performance.
Your Advantage
What You Get with
Last Mile Analyticx
Complete Valuation Suite
Our Comprehensive Financial
Planning Support Includes
Paraplanning Support
Preparing Statements of Advice (SOA)
Preparing Records of Advice (ROA)
Strategy research and data gathering
Pre-review and quality checks
Admin Support
Portfolio administration
Client onboarding & document collection
Data entry, updates, & audit support
Email & workflow coordination
Client & CRM
CRM maintenance (Xplan, AdviserLogic, Midwinter, etc.)
Client query support
Appointment scheduling & follow-ups
Records & document management
Compliance Support
Compliance documentation preparation
Regulatory audit assistance
Policy and procedure adherence checks
File note management
Tools & Technology
Powered by Industry-Leading Tools
Why Choose Us
Why Firms Trust Our
Planning Support
Process
How We Work
DEFINE
Discovery &
Scope Setup
Scope Setup
ACTIVATE
Seamless System &
Workflow Integration
Workflow Integration
LAUNCH
Execution & Deliverables
with Quick Turnaround
with Quick Turnaround
SUSTAIN
Continuous Oversight,
Support & Optimization
Support & Optimization
Audience
Perfect For
Advisory firms, financial planners, and business owners looking for scalability, improved profitability, faster client turnaround, and high-quality compliance-ready support.
