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Total: 13 results found.

1. 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 ...
... services include Outsourced Portfolio Accounting and Performance Reporting, Hosted Server Solutions, Comprehensive Technology Assessment and Management Plan, Custom Reporting and Custom Development, web-based ...
3. Becoming the Autonomous Advisor
(AllBo Content/news)
... and support of portfolio accounting, reconciliation, and reporting activities (without the criminal association of the fictional Crown, of course!). Read more...  ...
4. 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 ...
5. Account Aggregation
(AllBo Content/bo content)
... gain access to the data and extract the required data, removing the need for you  to manually enter data for performance reporting. Once we reconcile and QA the data, data for positions, balances, transactions, ...
6. Cyber Security Audit
(AllBo Content/bo content)
... credentials, content filtering (or the lack thereof), and patch management) Part 4 – Reporting At the close of all this work, AllBackoffice and Envision will provide you with a summary report ...
7. Careers
(AllBo Content/Careers)
... Technology Consultants during billing and performance reporting cycles to deliver invoicing and performance report packages to clients Support client needs related to PortfolioCenter requirements for ...
... Custom Billing and Reporting Services Custom Application Development Report Customization Cloud Hosting and Gateway for RIA Niche Applications - PortfolioCenter, TRXpert, RedBlack Software, Junxure, MS ...
9. PortfolioCenter® Outsourcing for RIAs
(AllBo Content/landing pages)
... from: Outsourced PortfolioCenter® – Deep back-office expertise and careful workflow support Web-based/Mobile – AllBackoffice “Reportal” – Dynamic Reporting and Report Vault – Great for light users and ...
10. 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 ...
11. Fully Outsourced PortfolioCenter®
(AllBo Content/bo content)
...  Performance Reporting – Performance computations and reports can be set to be produced on a daily, weekly or monthly basis, so you can easily produce the reports you feel are most appropriate for your ...
12. Services Overview
(AllBo Content/bo content)
... in portfolio accounting, reporting, billing, trading and rebalancing, CRM, project management, custom technology and other niche back office tools. CyberSecurity Audit Our CyberSecurity audits ...
13. Why & Who?
(AllBo Content/bo content)
... in-house or on our hosted network Those who are seeking to reduce costs, increase efficiency, and offer better value to their clients Those who need better reports, web-reporting, and higher ...