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Total: 18 results found.

1. 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 ...
3. Betty Thomas
(AllBo Content/meet the team)
Technology Advisor - Betty Thomas graduated from the Medical University of South Carolina with a B.S. in Pharmacy. She decided on a career change some years later and went back to school to obtain her ...
4. Cyber Security Audit
(AllBo Content/bo content)
... in technology is WYSIWYG (What You See Is What You Get) Problems often reside within the digital realm hidden from an inventory, hidden even from your understanding of how things are supposed to be laid ...
5. 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 ...
7. PortfolioCenter® Outsourcing for RIAs
(AllBo Content/landing pages)
... that your practice is both on solid ground with proven technology and constantly evolving to take advantage of greater efficiencies. AllBackoffice keeps it simple.  With our service bureau you benefit ...
Mordecai writes a paper for Technology Tools for Today on cloud computing and how it impacts the independent advisor market. Read more...  ...
At a gathering of some of the nation’s largest independent investment advisors, Charles Schwab today unveiled a series of new initiatives designed to help them fuel their growth and add scale by managing ...
10. 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 ...
11. 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 ...
12. Technology and Operations Consulting
(AllBo Content/bo content)
Our consultants have worked with advisors on average for more than 15 years.  We understand that technology consulting is not so much what products you have selected, but how best to leverage these towards ...
13. Custom Development
(AllBo Content/bo content)
... firm makes the most sense.  In almost all cases, we bring together expert consultants to ensure the wisest design and strategy. Website Technology – In partnership with your website support, we can help ...
14. Fully Outsourced PortfolioCenter®
(AllBo Content/bo content)
Includes proactive PortfolioCenter® and related technologies ongoing consulting service. ABC offers proactive PortfolioCenter® and related back office technology consulting services free as part of outsourcing ...
15. Services Overview
(AllBo Content/bo content)
... and imports and custom tools for one-off advisor needs. Technology and Operations Consulting Our consultants have an average of 15 years of experience in RIA back office support with experience ...
16. 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 ...
17. Tech & Ops Consulting
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Tech & Ops Consulting Let our experienced consultants help you streamline your operations with technology. Learn more... ...
18. 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 ...