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Total: 16 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 ...
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 ...
3. AllBackoffice Web Reportal
(AllBo Content/bo content)
... the program or even should be.  The AllBackoffice Reportal was designed to provide most of the reporting capabilities to office personnel without them having to learn how to get around in the underlying ...
4. 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 ...
5. 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 ...
6. QuickBooks Outsourcing
(AllBo Content/bo content)
... with our AllBooks Solution. AllBackOffice AllBooks Solution can provide the following: QuickBooks Software – we utilize the industry standard Daily, Weekly, Monthly, Quarterly, and Annual ...
7. Careers
(AllBo Content/Careers)
... model, AllBackoffice Consulting (ABC), is the leading open SAAS technology provider for the Independent financial advisory marketplace. The ideal candidate will be very proficient in PortfolioCenter®, ...
8. Julien Mordecai
(AllBo Content/meet the team)
... innovations in technology and commitment to best practice processes in service. Julien’s vision for AllBackoffice Consulting is to provide advisors with an independent trusted technology partner for operational ...
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)
...  PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness ...
11. Hosted Network Solutions
(AllBo Content/bo content)
AllBackoffice Consulting hosts and provides outsourced workflow for a range of back office technologies and workflows, such as trading support, account processing and billing. Expert Support - Hosted PortfolioCenter ...
12. Fully Outsourced PortfolioCenter®
(AllBo Content/bo content)
... client base. Billing – PortfolioCenter® provides one of the most robust and flexible billing modules available.  With the help of our experts, you can put this tool to work to offer the fairest and clearest ...
13. Services Overview
(AllBo Content/bo content)
... Consulting hosts and provides outsourced workflow for a range of back office technologies and workflows, such as trading support, account processing and billing. Account Aggregation Solution and Services ...
14. Why & Who?
(AllBo Content/bo content)
... independent RIA acts as the model for our business. With that model in place, AllBackoffice Consulting provides you with outsourced managed technology along with our commitment to limited conflict-of-interest ...
15. Company Overview
(AllBo Content/bo content)
AllBackoffice Consulting aspires to provide the highest quality services to long-term partners. We hope to partner with clients, as well as find industry partners who are in it for the long haul. We know ...
16. Simplify Your Advisory Business
(YOOtheme/YOOtheme)
... with the best technology providers, we help you leverage each vendor to achieve its highest use and deliver on core strengths.  Our ongoing due diligence and proprietary improvement process provides us ...