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Total: 13 results found.

... and integration. As an example in our industry, consider an advisor who might move the entire firm’s technology infrastructure to an off-site, secure, hosted server network with quad-redundancy and managed ...
Source:  http://www.pr-inside.com/schwab-announces-pricing-service-and-r1346422.htm At a gathering of some of the nation’s largest independent investment advisors, Charles Schwab today unveiled a series ...
3. Julien Mordecai
(AllBo Content/meet the team)
Julien Mordecai – I have served independent advisor entrepreneurs for 15 years.  I co-founded AllBackoffice Consulting LLC with Lisa Welborn to fulfill my passion for working more closely with these business ...
4. Lisa Welborn
(AllBo Content/meet the team)
... professional at heart, but most of all I respect my clients.  I am excited about the long term commitment we are making to serve our advisors in a trusted role with deliberate processes so we can offer ...
5. Kathy Moser
(AllBo Content/meet the team)
Kathy Moser – Prior to joining AllBackoffice Consulting LLC, I have worked with Lisa Welborn for the last 15 years in serving our advisors with outsourced PortfolioCenter support.  During the last 15 years ...
6. Web Links
(AllBo Content/bo content)
... Advisors Exchange and Government New York Stock Exchange ...
7. Technology and Operations Consulting
(AllBo Content/bo content)
Out 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 ...
8. Custom Development
(AllBo Content/bo content)
... in our industry begins with you, the advisor keeps us committed to supporting individual development projects. PortfolioCenter – Custom Reports and Tools – Available now, please preview our Advisor Value ...
9. Fully Outsourced PortfolioCenter®
(AllBo Content/bo content)
... workflow.  The value of these additional services can easily exceed the value of the actual workflow involved in supporting PortfolioCenter®. Policy Advisor Policy Document – ABC drives best practices ...
10. Services Overview
(AllBo Content/bo content)
... our model for the business, AllBackoffice Consulting provides outsourced managed technology along with a commitment to limited conflict-of-interest consulting to help advisors leverage the best tools and ...
11. Why & Who?
(AllBo Content/bo content)
... RIA as our model for the business, AllBackoffice Consulting provides outsourced managed technology along with a commitment to limited conflict-of-interest consulting to help advisors leverage the best ...
12. Company Overview
(AllBo Content/bo content)
At AllBackoffice Consulting we distinguish ourselves with highest quality service and unmatched commitment to the advisors we serve.   Guiding Principles: Golden Rule – We treat our clients as we would ...
13. Simplify Your Advisory Business
(YOOtheme/YOOtheme)
AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry.  The direct benefit to our advisors is that you can ...