GoSubmit helps financial advice firms
streamline workflow|
All within an easy to use online platform.
How will GoSubmit benefit you?
GoSubmit is specifically designed to streamline your case management workflow.
Advisers
Submit cases in minutes and track progress in real-time. GoSubmit keeps you informed without the need to chase updates.
Paraplanning Managers
Gain full visibility over your team's workload and turnaround times. Assign cases, monitor performance, and streamline operations.
Paraplanners
Access all your assigned cases in one place. Update statuses, manage workloads, and collaborate with advisers effortlessly.
Management
Generate reports, manage users, and ensure compliance — all from a centralised platform built for efficiency.
Why Choose GoSubmit?
A few reasons why our valued customers choose GoSubmit.
Manage every case from submission to completion with a clear, structured workflow. This reduces back-and-forth and ensures every team member knows the current status at a glance.
Advisers, paraplanners, administrators, and managers all have tailored access, allowing them to focus on their responsibilities while maintaining transparency across the firm.
Stay informed with real-time updates when a case is assigned, completed, or updated. No more chasing emails—everyone gets the info they need, when they need it.
Unlock powerful reporting to monitor paraplanner efficiency, identify bottlenecks, and make data-driven decisions to improve productivity.
Visualise upcoming case deadlines with an integrated calendar—never miss a critical completion date again.
Capture key updates and save time-stamped notes visible to relevant team members — keeping communication clear and traceable.
How GoSubmit Works?
The steps to success.
Adviser submits a case
The adviser selects a case type, enters client details and uploads documents through a streamlined submission form.
Paraplanner gets notified
A paraplanner is assigned and instantly receives a notification with a link to view the new case.
Case progress is updated
The paraplanner progresses the case through defined statuses, updating key information and timelines.
Reports available for management
Paraplanning managers and office managers access reports to track performance, workload and bottlenecks
Our Pricing
Transparent pricing for all our customers
All our customers get all the features with pricing that scales with your business.
Enjoy a free 14-day free trial and experience the full service. Cancel any time!
Sign Up- £8 / user per month for the first 3 users
- £6 / user per month for the next 7 users
- £3 / user per month for each additional user
- 5GB / user file storage
- UK based Customer Support
- 14 day free trial. Cancel anytime