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ByAllAccounts Reseller Spotlight Series: AllBackoffice Consulting PDF Print E-mail
Wednesday, 12 November 2014 21:05

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 services include Outsourced Portfolio Accounting and Performance Reporting, Hosted Server Solutions, Comprehensive Technology Assessment and Management Plan, Custom Reporting and Custom Development, web-based reporting and end client Reportal.

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NewHire Roundup: Schmitter Goes to Commonfund; Secor joins Phoenix Cos., Morua joins AllBackoffice, more PDF Print E-mail
Sunday, 18 May 2014 00:00

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 to gatekeepers in the independent advisor space.

Morua spent 13 years with TD Ameritrade, beginning as a relationship manager in 1995. Since that time he has worked as an industry consultant.

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Last Updated on Tuesday, 05 August 2014 17:37
 
What RIAs Get Out of Outsourcing PDF Print E-mail
Written by Gil Weinreich   
Thursday, 08 May 2014 00:00

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 benefit from having a third party ‘take out the trash’ for you.

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Marty Morua Joins AllBackoffice PDF Print E-mail
Monday, 05 May 2014 00:00

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 with marketing and sales efforts by using social media and his personal connections to expand the audience for AllBackoffice and promote what they do for advisors. He will also facilitate introductions to gatekeepers in the independent advisor space, including productivity consultants, compliance and software companies and other support entities.

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Last Updated on Monday, 04 August 2014 23:00
 
AllBackoffice Consulting Celebrates 5th Anniversary, Announces 54% Growth in 2013 PDF Print E-mail
Written by Impact   
Monday, 14 April 2014 00:00

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 coincides with the first’s five-year anniversary in April.

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Last Updated on Monday, 04 August 2014 22:46
 
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