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Total: 15 results found.

1. 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 ...
2. 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 ...
4. 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 ...
5. 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 ...
AllBackoffice Supports Advisors with their Evolution in Technology and Operations Offering the following services: Fully Outsourced PortfolioCenter® support Database Conversions and Historical Data Imports ...
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 ...
8. 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 ...
9. Jeff LaMay
(AllBo Content/meet the team)
... and CRM solutions. The move to AllBackoffice allows Jeff to provide a solution that helps advisors on a daily basis, bringing value to firms that are overburdened with daily operations and account administration. ...
10. Web Links
(AllBo Content/bo content)
... Advisors Exchange and Government New York Stock Exchange ...
11. 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 ...
12. Fully Outsourced PortfolioCenter®
(AllBo Content/bo content)
... Accounts – ABC encourages and supports our advisors with tracking of all investment assets, including alternative assets, 401K and insurance investments.   Tracking outside assets is important for a fiduciary ...
13. Why & Who?
(AllBo Content/bo content)
... consulting. This way we can help advisors leverage the best tools and processes for their benefit.   Our consulting firm will help you benefit from the best of breed technologies. Our ongoing due diligence ...
14. Company Overview
(AllBo Content/bo content)
... that being committed fully to the financial advisors we serve that everyone wins!   In every interaction we have, we want to be sure that our clients are being treated the way we would want to be treated. ...
15. Simplify Your Advisory Business
(YOOtheme/YOOtheme)
AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry.  The direct benefit to our advisors is that you can ...