GoSubmit helps UK advice firms & outsourced paralanners manage cases from submission to completion without relying on scattered emails, Teams messages and spreadsheets.
It does not replace your CRM. It gives advisers, paraplanners and administrators one shared workspace for the operational side of producing advice.
Submit cases in minutes and track progress in real-time. GoSubmit keeps you informed without the need to chase updates.
Gain full visibility over your team's workload and turnaround times. Assign cases, monitor performance, and streamline operations.
Access all your assigned cases in one place. Update statuses, manage workloads, and collaborate with advisers effortlessly.
Generate reports, manage users, and ensure compliance — all from a centralised platform built for efficiency.
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.
The adviser selects a case type, enters client details and uploads documents through a streamlined submission form.
A paraplanner is assigned and instantly receives a notification with a link to view the new case.
The paraplanner progresses the case through defined statuses, updating key information and timelines.
Paraplanning managers and office managers access reports to track performance, workload and bottlenecks
Turn the operational information already held in GoSubmit into useful business intelligence — without building reports, exporting spreadsheets or working through endless filters.
Financial advice firms collect valuable operational data every day: case volumes, workloads, turnaround times, deadlines, assignments and progress updates.
Ask GoSubmit makes that information easier to use. Managers can ask questions in plain English and receive clear answers based on their firm’s live GoSubmit data.
There is no need to understand report builders or remember which combination of filters will produce the answer.
Quickly understand workload, case progress, delays, capacity and performance across your firm.
Ask GoSubmit does more than return figures. It helps highlight cases, risks and bottlenecks that may require attention.
From daily case management to longer-term operational decisions, useful answers are only a question away.
“Which cases need attention today?”
“Which paraplanner has capacity for another case?”
“Which case types are taking the longest to complete?”
“What is causing cases to become delayed?”
Traditional reporting often requires someone to decide which report to build, select the right fields, apply filters and interpret the results.
Ask GoSubmit gives your team a simpler route to the same insight. Start with the business question and let GoSubmit find the relevant information.
Use everyday language rather than navigating dashboards or building a report.
Your question is translated into a structured request using GoSubmit’s case data, workflows and business rules.
See the result, supporting cases and recommended areas for attention without leaving GoSubmit.
Ask GoSubmit works within the same permissions, business rules and access controls used throughout GoSubmit. Users only receive answers based on the information they are authorised to access.
GoSubmit includes every core feature on every plan, so you do not need to choose between tiers or pay extra for the workflow tools your team actually needs.
Pricing scales with your team size, making it suitable for small advice firms, in-house paraplanning teams and larger organisations that need a more structured way to manage advice cases.
Your data is hosted in UK-based data centres and supported by a UK-based team, making GoSubmit a natural fit for regulated financial services businesses.
Start with a 30 day free trial. No setup fee. No long-term commitment. Cancel anytime.
Start Free TrialNot sure where GoSubmit fits alongside your CRM? Book a demo and we will show you the difference in under 15 minutes.
Practical guidance to help financial advice and outsourced paraplanning firms improve efficiency and build better workflows.
Learn how to create a clear, consistent advice workflow that reduces delays, improves ownership and supports growth without adding unnecessary complexity.
The right management information helps advice firms understand capacity, identify delays and improve client outcomes. These are the operational KPIs worth tracking.
Chasing updates may feel like an unavoidable part of running an advice firm, but it often points to unclear ownership, poor visibility and avoidable operational friction.