At Masters of One, we know that great work doesn’t happen in a vacuum.
That’s why we’ve teamed up with some of the best in the business—partners who bring complementary expertise, fresh ideas, and a shared commitment to getting things done right.
No jargon, no complicated nonsense—just straightforward collaboration aimed at delivering practical, no-nonsense solutions to our clients.
Our partners:
eParaplan Connect
Plannr
The future is service by subscription. eParaplan Connect offer a comprehensive and innovate monthly subscription that proactively manages and completes all client servicing, seamlessly integrating with any financial advice business.
From virtual office and PA support right through to technical paraplanning, eParaplan can do it all. Plans are built to meet your bespoke needs, ensuring your fixed monthly fee is a fair reflection of the support you require.
Looking for a better work life balance or wanting to aggressively grow your business? eParaplan can facilitate your freedom, or help you increase your client bank to 528 households per adviser!
Plannr is a next generation CRM/Backoffice provider for IFA/Wealth Managers and Financial Advisers.
It was designed by a consortium of Financial Advisers and provides a beautifully simple experience for advisers and their clients alike. Plannr is and API first application and enables full two way integrations via it powerful and open API.
Access to this API is free for clients and developers alike. Alongside Plannr we offer a full concierge service to enable clients to migrate data from existing systems, to tailor automations, workflows, reports, fact finds, forms and document templates.
Clients can also choose to use trusted partners to help with their onboarding and running of Plannr using our Friends of Plannr initiative.