Finally know where every advice case is.
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.
How will GoSubmit benefit you?
GoSubmit helps financial advice firms & outsourced paraplanners manage cases faster, with less chasing and more visibility.
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.
Managers track workload, turnaround times and bottlenecks in real time.
Paraplanning managers and office managers access reports to track performance, workload and bottlenecks
Pricing
Simple pricing for advice teams that want better case visibility.
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 Trial- £20 / user for 1–3 users
- £15 / user for 4–10 users
- £10 / user for 11–49 users
- Enterprise plans available for larger firms and networks
- Every feature included on every plan
- UK-hosted infrastructure and UK-based support
- 5GB / user file storage
- 30 day free trial. Cancel anytime
Not sure where GoSubmit fits alongside your CRM? Book a demo and we will show you the difference in under 15 minutes.