Upload all the required documents in the job request at any time.
Easily keep track of document versions and conversations.
Never be unprepared for a client presentation meeting again by using our dashboard to keep track of all your active jobs.
New to outsourced Paraplanning solutions? Try it out!
Flexible workload solutions provided by experts.
Reduce ongoing operational costs and overheads by using an online 'pay as you need' support service.
No need to employ extra Paraplanners - keep a lean team and complete your overflow through Tanngo.
Instant solutions to work overload at peak times.
Pay as you go
Easy, fair and affordable payment system
No contracts or commitments - simply use the service as needed
Agree to the fee before the job starts.
Simplified payments – Simple Credit Card payment or automated direct debit when the job is done.
Fees are automatically paid to the Paraplanner when the job is complete - no fussing around with manual bank account transactions.
Convenient workspace
On demand resource marketplace
Find resources to help with a range of support services such as paraplanning, implementation, data entry, compliance checks, product research, modelling and even software configuration.
No need to email personal client information - Tanngo uses secure encryption methods to transfer files between parties to keep your client’s data safe.
Advanced 256 bit secure encryption ensures all communication is secure and confidential.
Once a job is marked complete, all personal client information is archived and removed from the system.
How Tanngo works
We've made it easy to get up and running in minutes
It's simple to get started. Sign up and create your profile.
Post jobs to the Tanngo marketplace or send direct requests to your favourite contractor.
Collaborate in the shared Tanngo workspace. Securely transfer and receive all documentation.
Once the job is complete, your contractor is paid straight away and sensitive client documents are deleted after 3 months.
It takes two to provide quality advice. Find your perfect partner.