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1. Compliance Services
(AllBo Content/bo content)
AllBackoffice has partnered with Almond Branch Compliance Consulting ("ABC") to offer compliance solutions and tools to assist SEC and State Registered Investment Advisers to comply with regulatory responsibilities. ...
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 ...
4. Case Studies
(AllBo Content/bo content)
AllBackoffice focuses on providing the best customer service possible to help you reach your goals. Read case studies of clients who have benefitted from partnering with AllBackoffice to better serve ...
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 ...
6. 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 ...
7. 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 ...
9. Becoming the Autonomous Advisor
(AllBo Content/news)
... Crown, a character from the 1968 film played by Steve McQueen. Mordecai founded AllBackoffice Consulting in 2009 for the independent-minded advisor who has little desire to be involved in the maintenance ...
10. Darlene Guillory
(AllBo Content/meet the team)
... of 2013, she began contracting with financial planners directly and with other backoffice supporters, such as AllBackoffice Consulting. Darlene graduated from The University of Texas at Austin with a ...
11. Betty Thomas
(AllBo Content/meet the team)
... away from their farm. Betty has worked for AllBackoffice since mid 2010 and is dedicated to providing the best customer service possible. She splits her time between Aberdeen and Durham NC and lives ...
12. 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 ...
13. 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 ...
14. 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 ...
15. QuickBooks Outsourcing
(AllBo Content/bo content)
... statements. In addition you have account receivables, account payables, payroll, and tax forms. AllBackoffice can help you focus on your clients by taking over the responsibility for accounting and bookkeeping, ...
16. Contact
(AllBo Content/bo content)
AllBackoffice Consulting, LLC 112 West Eden St Edenton, NC 27932 Billing/Mailing PO Box 1152 Edenton, NC 27932 Phone: (919) 741-6104, option 1 - Sales, 2 - Support Fax: (919) 999-1563 http://creator.zoho.com/miagd/contact-allbc/form-embed/contact_miagd/ ...
17. 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 ...
19. PortfolioCenter® Outsourcing for RIAs
(AllBo Content/landing pages)
Your practice will grow faster and reduce risk with AllBackoffice Outsourced PortfolioCenter®, the most dependable portfolio accounting solution in the RIA industry with the widest range of intelligent ...
20. 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 ...
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