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Total: 16 results found.

1. Compliance Services
(AllBo Content/bo content)
... Persons) Securities Transactions Review § Notice and Updates of Current Regulatory Directives § Data Storage Please contact us for further information and pricing about the compliance solutions and bundled ...
2. Cassie Luster
(AllBo Content/meet the team)
... with all custodial downloads and managing the entire client experience, included but not limited to Quarterly Reporting, Quarterly Billing, Daily Reconciliation and data troubleshooting. Cassie is ...
3. Claire Phillips
(AllBo Content/meet the team)
... CPA managing the bookkeeping for various clients. Claire enjoys serving clients in the area of data entry and morning posting, as well as QuickBooks consulting. Claire was born in Edenton, NC and graduated ...
4. Betty Thomas
(AllBo Content/meet the team)
... Associates degree in Computer Programming. She has worked in the field of computers and particularly in detailed customer service since the early 1980's. Betty has worked as a data entry specialist, ...
5. AllBackoffice Web Reportal
(AllBo Content/bo content)
... with at-a-glance views of data including account activity, holdings, allocations, documents, and more. The Advisor Dashboard provides a single  “go-to” place for the Advisor to get pertinent information. ...
6. Account Aggregation
(AllBo Content/bo content)
AllBackOffice can aggregate account data from virtually any online financial source, and standardizes the data to feed into back office systems. We provide the checks and balances to make sure the data ...
7. 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 ...
8. QuickBooks Outsourcing
(AllBo Content/bo content)
... data – automated feed into QuickBooks Integration with CRM Existing Data Analysis – current State, desired State, and gap Analysis Dedicated QuickBooks Bookkeeper – primary and backup contact ...
9. Careers
(AllBo Content/Careers)
... Download, post, and reconcile data on a daily basis in PortfolioCenter software application. Coordinate with custodian/internal teams to resolve daily and one-off PortfolioCenter issues Support AllBackoffice ...
AllBackoffice Supports Advisors with their Evolution in Technology and Operations Offering the following services: Fully Outsourced PortfolioCenter® support Database Conversions and Historical Data Imports ...
11. PortfolioCenter® Outsourcing for RIAs
(AllBo Content/landing pages)
... end-clients Secure/Redundant Hosted PortfolioCenter® – Accessible from home or office 24/7 in our industry-leading SAS 70 II DataCenter Proactive Back-Office Technology Consulting – AllBackoffice ...
12. Hosted Network Solutions
(AllBo Content/bo content)
... to the standards and requirements of the SANS/FBI security test, the U.S. Department of Homeland Security's published recommendations and the Payment Card Industry Data Security Standard. Backup and Recovery ...
13. Fully Outsourced PortfolioCenter®
(AllBo Content/bo content)
... and managed in a proactive manner.  After each quarterly cycle, we review our performance and explore opportunities to improve ABC services and efficiencies for your practice. Data Aggregation with Held-Away ...
14. Services Overview
(AllBo Content/bo content)
...  AllBackoffice can provide you with data aggregation for held-away accounts such as 401K, increasing revenues, and providing a unified view of account data QuickBooks Outsourcing AllBackoffice ...
15. Custom Development
(YOOtheme/YOOcarousel (Slideshow) Newsflash)
Custom Development Enable us to deliver your custom reports, data exports & more. Learn more... ...
16. MySQL
(Web Links / Joomla! Specific Links)
The database that Joomla! uses ...