Calamita Wealth Management
"Darlene and her team at All Back Office have been a tremendous resource to me over the last 10 years. They've taken the tedious work of quarterly reporting and billing off my shoulders (and daily reconciliation). It's a huge relief to know they are taking care of these details and I don't have to worry about it. Darlene has always been very responsive and attentive to any of my requests. I consider her a teammate...(but at a fraction of the cost to what I would have to pay a full time employee to handle this for me). If you haven't considered outsourcing your portfolio reporting and billing, it's definitely worth a conversation with them."