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... all of the incredibly diverse businesses in the independent advisor market can continue to grow with even more efficiency and competitive solutions for their clients. * * * AllBackoffice Consulting (ABC) ...
... Charles Schwab, emphasized that new initiatives are additive, complementing Schwab’s recognized excellence and longstanding emphasis on service, consulting, and technology. “We’re immensely proud of our ...
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)
Lisa Welborn - Before co-founding AllBackoffice Consulting, LLC, I worked for over 20 years in the financial industry serving Investment Advisers in many ways.  I am a project manager and quality assurance ...
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. Contact Us
(AllBo Content/bo content)
AllBackoffice Consulting, LLC 307 N. Broad St. Edenton, NC 27932 Phone: (252) 482-2553 Fax: (661) 885-4835   http://creator.zoho.com/miagd/contact-allbc/form-embed/contact_miagd/  ...
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)
Via our partners in the industry and our understanding of your needs, AllBackoffice Consulting is committed to expanding your choice.  Our experience in supporting custom projects and our belief that innovation ...
9. Hosted Network Solutions
(AllBo Content/bo content)
AllBackoffice Consulting hosts and provides outsourced workflow for a range of back office technologies and workflows, such as trading support, account processing and billing. Expert Support - Hosted PortfolioCenter ...
10. Fully Outsourced PortfolioCenter®
(AllBo Content/bo content)
Includes proactive PortfolioCenter® and related technologies ongoing consulting service. ABC offers proactive PortfolioCenter® and related back office technology consulting services free as part of outsourcing ...
11. Services Overview
(AllBo Content/bo content)
... evolution. AllBackoffice Consulting is dedicated to our proactive, measureable style of service focused on understanding your ongoing needs and long term goals.  With the traditional independent RIA as ...
12. Our Partners
(AllBo Content/bo content)
AllBackoffice Consulting works with the following solutions providers to the RIA market Practice Management Consulting Joel Bruckenstein Gary Davis Activifi   Portfolio Accounting Schwab PT   ...
13. Why & Who?
(AllBo Content/bo content)
Why AllBackoffice? AllBackoffice Consulting is dedicated to our proactive, measureable style of service focused on understanding your ongoing needs and long term goals.  With the traditional independent ...
14. 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 ...
15. Tech & Ops Consulting
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Tech & Ops Consulting Let our experienced consultants help you streamline your operations with technology. Learn more... ...
16. Fully Outsourced PortfolioCenter
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Fully Outsourced PortfolioCenter Proactive PortfolioCenter and related technologies ongoing consulting service. Learn more... ...
17. Simplify Your Advisory Business
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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 ...