Company intelligence
Rose FP Solutions
Variable Admin Support for Financial Planning Firms
About Rose FP Solutions
With 20 years of experience as a financial planning administrator, we know your workload isn't always predictable. Whether you're a new firm needing a dedicated admin function, or an established practice requiring an extra pair of hands for a surge in demand, we provide the exact level of capacity your back office needs. We founded Rose FP Solutions as a professional, on-demand safety net to provide that capacity without fixed costs or retainers. Whether it’s processing LoAs, managing top-ups, or preparing annual reviews, you can access our expertise through your own portal whenever required. You only pay for the work you need, exactly when you need it.
Verified activity
Signals from Rose FP Solutions
3 published signals
Products & Services
Rose FP Solutions created a central work in progress dashboard to manage active cases and provide transparency.
Reported by Rose FP Solutions
Products & Services
Rose FP Solutions implemented a tiered rebate on fees for firms utilising systems such as Plannr and Acre to assist in reducing the expense of their CRM.
Reported by Rose FP Solutions
Presence & Recognition
Rose FP Solutions has been in Montenegro for almost a week and is open for business and growing.
Reported by Emma New