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1. Compliance Services
(AllBo Content/bo content)
... and bundled compliance packages designed to simplify compliance tasks and responsibilities as a supportive service to the operations of an advisory firm and its Chief Compliance Officer. Services include, ...
2. Cassie Luster
(AllBo Content/meet the team)
Technology Advisor – Cassie Luster has worked with independent advisors since 2007. Prior to working at AllBackOffice Consulting, Cassie worked for Etelligent Consulting which was later acquired by Schwab ...
AllBackoffice Consulting (ABC) delivers a premium outsource and back office technology and operations consulting service, as well as an advisor and end-client facing web-based Reportal platform. Our core ...
... to gatekeepers in the independent advisor space. Morua spent 13 years with TD Ameritrade, beginning as a relationship manager in 1995. Since that time he has worked as an industry consultant. Read ...
5. Marty Morua Joins AllBackoffice
(AllBo Content/news)
Long-time financial industry consultant Marty Morua has joined AllBackoffice Consulting, LLC, a managed operations provider to independent registered investment advisors. In his new role, Morua will assist ...
AllBackoffice Consulting, LLC, a managed operations provider to independent registered investment advisors, today announced their 2013 growth figures.  The rapid growth of 54% experienced by AllBackoffice ...
7. Becoming the Autonomous Advisor
(AllBo Content/news)
In Bill Winterberg’s article for Morningstar Advisor, “Becoming the Autonomous Advisor,” the journalist writes that Julien Mordecai, wants to empower financial advisors with the ability to work like Thomas ...
8. Betty Thomas
(AllBo Content/meet the team)
Technology Advisor - Betty Thomas graduated from the Medical University of South Carolina with a B.S. in Pharmacy. She decided on a career change some years later and went back to school to obtain her ...
9. AllBackoffice Web Reportal
(AllBo Content/bo content)
  Portfolio accounting users have benefitted from dependable and accurate reports for over 20 years with programs like PortfolioCenter.  However, not all advisors or staff in an office are used to navigating ...
10. Cyber Security Audit
(AllBo Content/bo content)
AllBackoffice takes confidentiality and data security very seriously.  As part of our effort to support and protect our advisory clients, AllBackoffice is partnering with Envision Consulting to provide ...
11. Careers
(AllBo Content/Careers)
... for long term career in IT and financial operations. Founded on a commitment to support the constant evolution of financial advisor's technology and back office efficiency through an open architecture ...
AllBackoffice Supports Advisors with their Evolution in Technology and Operations Offering the following services: Fully Outsourced PortfolioCenter® support Database Conversions and Historical Data Imports ...
... setting up a practice are the choice of an asset custodian and the portfolio accounting system. So it’s notable that The Charles Schwab Corp. owns the unquestioned leader in custody in Schwab Advisor Services ...
Mordecai writes a paper for Technology Tools for Today on cloud computing and how it impacts the independent advisor market. Read more...  ...
At a gathering of some of the nation’s largest independent investment advisors, Charles Schwab today unveiled a series of new initiatives designed to help them fuel their growth and add scale by managing ...
16. Julien Mordecai
(AllBo Content/meet the team)
CEO – Technology Advisor - Julien Mordecai has worked with independent advisors since 1994. Prior to founding AllBackoffice Consulting, Julien worked with Schwab Performance Technologies, B-Ready Outsourcing ...
17. Jeff LaMay
(AllBo Content/meet the team)
Technology Advisor - Jeff LaMay has been helping firms maximize technology since 1984. Prior to joining AllBackoffice in 2012, Jeff worked with Satuit Technologies concentrating on sales of reporting automation ...
18. Web Links
(AllBo Content/bo content)
... Advisors Exchange and Government New York Stock Exchange ...
19. Technology and Operations Consulting
(AllBo Content/bo content)
Our consultants have worked with advisors on average for more than 15 years.  We understand that technology consulting is not so much what products you have selected, but how best to leverage these towards ...
20. Custom Development
(AllBo Content/bo content)
... in our industry begins with you, the advisor keeps us committed to supporting individual development projects. PortfolioCenter – Custom Reports and Tools – Available now, please preview our Advisor Value ...
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