GoSubmit brings advisers and paraplanning teams into one shared workflow — from case 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.
See how advisers, managers and paraplanners work together in one shared case journey.
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.
Every advice firm and paraplanning team works differently. GoSubmit lets you decide what information should be captured for each type of case, rather than forcing every case through the same form.
Capture the information that matters for Pension Transfers, Protection, IHT and other case types, including repeatable information where more than one plan or item is involved.
Give teams a consistent process while keeping requirements relevant to the work being completed.
Choose which important custom fields should trigger a case update notification, including individual fields inside repeatable groups, without creating notification noise.
The adviser selects a case type, enters client details and uploads documents through a streamlined submission form.
The paraplanning manager can review the submission, see the team workload and assign the case to the right paraplanner.
The paraplanner works from one case record, updating statuses, key information and timelines while relevant users stay informed.
Advisers can follow progress without chasing, while managers retain visibility of workloads, turnaround times and bottlenecks across the whole workflow.
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.
Give advisers a structured way to submit cases and documents while your paraplanning team manages allocation, workloads, deadlines and progress in one place.
Instead of building another report, ask GoSubmit what you want to know. It turns the operational information already captured through your workflow into answers you can actually use.
“Which paraplanner has capacity?”
“Which cases have been on hold longest?”
“What’s causing cases to become delayed?”
Ask GoSubmit works within GoSubmit’s existing permissions and access controls, so users only receive answers based on information they are authorised to access.
See Ask GoSubmit in actionGoSubmit 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.
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