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Total: 14 results found.

1. Careers
(AllBo Content/Careers)
... practices in the RIA market.  The ideal candidate will be committed to confidentiality of client data and will be responsible for PortfolioCenter and additional technology management and workflow.  Responsibilities: ...
AllBackoffice Supports Advisors with Evolution in Technology and Operations Offering the following services: Fully Outsourced PortfolioCenter® support Database Conversions and Historical Data Imports ...
3. PortfolioCenter® Outsourcing for RIAs
(AllBo Content/landing pages)
... end-clients Secure/Redundant Hosted PortfolioCenter® – Accessible from home or office 24/7 in our industry-leading SAS 70 II DataCenter Proactive Back-Office Technology Consulting – AllBackoffice ...
... access to data and workflow from almost anywhere.” This is not to say that larger firms will not have greater efficiencies also. They will, but for the hundreds of financial services professionals setting ...
... features of Schwab’s web site and the SchwabLink desktop application and helps advisors explore and use client data with greater flexibility; - Secure email functionality between select advisors and Schwab’s ...
6. Julien Mordecai
(AllBo Content/meet the team)
... I have always played is that of an operations and technology consultant.  I started in 1995 providing data conversions, technical support, and sales production for Centerpiece at Schwab Performance Technologies.  ...
7. Lisa Welborn
(AllBo Content/meet the team)
... the very best service in our niche industry! My most recent position was as a Sr. Business Analyst for Charles Schwab working in the Investment Adviser Data Delivery area.  During my 14 year career with ...
8. Kathy Moser
(AllBo Content/meet the team)
... I have worked with clients on data set up, maintenance, performance reporting, and special projects, addressing each client’s unique needs and challenges. By taking time to understand the bigger picture ...
9. Hosted Network Solutions
(AllBo Content/bo content)
... to the standards and requirements of the SANS/FBI security test, the U.S. Department of Homeland Security's published recommendations and the Payment Card Industry Data Security Standard. Backup and Recovery ...
10. Fully Outsourced PortfolioCenter®
(AllBo Content/bo content)
... and managed in a proactive manner.  After each quarterly cycle, we review our performance and explore opportunities to improve ABC services and efficiencies for your practice. Data Aggregation with Held-Away ...
11. Services Overview
(AllBo Content/bo content)
... resources and partners will enable ABC to deliver custom reports, data exports and imports and custom tools for one-off advisor needs. Technology and Operations Consulting  Details Our consultants have ...
12. Our Partners
(AllBo Content/bo content)
... provides the functionality needed to efficiently manage financial data, run your back office and serve your clients. PortfolioCenter gives you a single, consolidated view of all financial assets, regardless ...
13. Custom Development
(YOOtheme/YOOcarousel (Slideshow) Newsflash)
Custom Development Enable us to deliver your custom reports, data exports & more. Learn more... ...
14. MySQL
(Web Links / Joomla! Specific Links)
The database that Joomla! uses ...