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Total: 13 results found.

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, ...
Journalist Marlene Y. Satter reports that AllBackoffice Consulting has announced that Marty Morua has joined the firm. In his new role, he will assist with marketing and sales efforts and facilitate introductions ...
3. What RIAs Get Out of Outsourcing
(AllBo Content/news)
In an article by Gil Weinreich, Editor-in-Chief of Research Magazine titled “What RIAs Get Out of Outsourcing,” AllBackoffice CEO Julien Mordecai says firms without their own operations manager can ...
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. Cyber Security Audit
(AllBo Content/bo content)
... a proven Cyber Security Audit (CSA), that can be scaled to nearly any size firm. The Audit provides your firm with a comprehensive inventory of all the parts and pieces of your network, investigates the ...
6. QuickBooks Outsourcing
(AllBo Content/bo content)
As an RIA firm, you are focused on your clients and servicing your clients to keep them happy. That should be your main focus, but oftentimes, you are weighed down with other responsibilities that take ...
7. 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 ...
8. Technology and Operations Consulting
(AllBo Content/bo content)
... operations and technology tools your firm maintains relative to your current needs and future goals.  This evaluation is redeployed as a project plan designed to address liabilities and target opportunities ...
9. Custom Development
(AllBo Content/bo content)
... Added Reports.  Custom reports are available based on consultation and suggestions from ABC consultants. Partnering with development firms – Sometimes our core expertise in conjunction with a partner ...
10. Hosted Network Solutions
(AllBo Content/bo content)
... and other RIA specific applications provides your firm with the flexibility and advantage of outsourcing hardware and server support, but with the advantage of having industry specific expertise. Administration ...
11. Services Overview
(AllBo Content/bo content)
... solutions to meet your firms compliance requirements.      ...
12. 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 ...
13. 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 ...