Packages and Offerings

CORE

Bundled Services 

Starting at $500/Month

ALA CARTE SERVICES

Starting at $300/Month

TECHNICAL

  • CRM Selection & Implementation

  • Resource Selection, Management, & Implementation

  • Email anti-spam, anti-virus, and archiving

  • Network Maintenance

  • Disaster Data Recovery 

  • Documentation

  • Locate Redundancies

MARKETING

  • Client Surveys

  • Social Media Marketing

  • Sales Marketing

  • Facilitate/Distribute Employee Reviews/Reports

OPERATIONS

  • Custom Development

  • Billing/Reporting

  • Website Updates

  • Software/Technology Integration

  • Onboarding/Offboarding Procedures

  • Trade Settlement Verification

CORE BUNDLE

The CORE bundle is the best of both worlds - for when you want some level of automation, and some level of autonomy

With outsourced executive administrative functions, technology hosting, and marketing support, our CORE bundle offers the perfect solution for the independent RIA looking to grow and further their business.

With a proven engagement and business improvement strategy, the CORE bundle will bring peace of mind to independent advisors and RIAs. AllBackOffice will be here as a resource to run your back office and administrative operations, as well as a guide to navigating the finanical sector as an independent wealh advisor.

The CORD Bundle includes:

  • Growth Marketing

  • Technology Hosting, Management, and Administration

  • Data Aggregation

  • Portfolio Accounting and Reporting

  • PortfolioCenter specialized support

  • CRM maintainence

  • Business Improvement Strategy

  • Consulting and Concierge Support

  • Tax Compliance 

  • Outsourcing and Automation

  • Selected Ala Carte Services

Starting at $500/month, our CORE bundle is a value to all independent advisors.

FLIGHt Bundle

The FLIGHT bundle is perfect for the advisor who broke away from the dredges of corporate life to focus on their true passion: family planning and wealth management. With complete back office outsourcing and automation, the FLIGHT bundle allows advisors to let go of the stresses of the back side of running a business.

The FLIGHT Bundle includes everything an advisor could need in terms of back office support. From automated billing and reporting, or outsourcing executive administrative details, FLIGHT offers a dedicated staff who are committed to supporting the back end of your business. 

The FLIGHT Bundle includes:

  • Ala Carte Services

  • Dedicated FLIGHT support staff

  • Advisor Succession Build Out and Sale

  • Consulting and Concierge services

  • Elements of CORE Bundle

Starting at $700/month, the FLIGHT bundle is the ideal choice for the independent advisor who misses the support a corporate employer offered

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CONTACT

AllBackoffice Consulting, LLC
112 West Eden St
Edenton, NC 27932

​​P: (919) 741-6104

advisors@allbackoffice.com

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