Search Only:

Search Keyword financial

Total: 10 results found.

1. 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 ...
2. 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 ...
3. Darlene Guillory
(AllBo Content/meet the team)
Darlene Guillory worked for Financial Support services part time from 2001 to 2004, becoming full time from 2005-2006. In 2007, she became an independent contractor with FSS until March 2013. In April ...
4. AllBackoffice Web Reportal
(AllBo Content/bo content)
... all via an easy-to-use MAC friendly site, amounts to a great addition to PortfolioCenter for growing firms. Clients today expect 24/7 information access and greater transparency from their financial advisors, ...
5. 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 ...
6. QuickBooks Outsourcing
(AllBo Content/bo content)
... you away from your clients. One of these is surely accounting and bookkeeping. Your are required to maintain your internal books in a compliant manner, which can include general ledger, journals, and financial ...
7. Careers
(AllBo Content/Careers)
PortfolioCenter® Operations Associate – Part-time or full-time (work from home) Opportunity for expert PortfolioCenter® user with fast-growing, Financial IT and Operations Management Company -- Opportunity ...
8. Julien Mordecai
(AllBo Content/meet the team)
... of the College for Financial Planning’s CFP course work before realizing his passion for serving advisor entrepreneurs. Julien with wife, Patricia Mordecai and children, Wood, Beatrice and Harris lives ...
9. Technology and Operations Consulting
(AllBo Content/bo content)
... in a single technology or consulting partner.  The new world of corroborative business alliances with the help of technology, allows us to introduce you to experts in almost any area of your financial ...
10. 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. ...