Rose FP Solutions created a central work in progress dashboard to manage active cases and provide transparency.

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.