1. How is Cloud Computing Impacting the Independent Advisor Market?
(AllBo Content/news)

... like you offer to your clients. Founded by veteran RIA consultants, Julien Mordecai and Lisa Welborn, our core offering provides a traditional PortfolioCenter® outsourcing solution, hosted or dial-in ...

2. Schwab Announces Pricing, Service and Technology Initiatives to Boost Independent Advisor Growth and Efficiency
(AllBo Content/news)

... who open accounts by the end of the year. In addition, Schwab Performance Technologies® will waive the next year’s maintenance fees for its portfolio management software PortfolioCenter® for any advisory ...

3. Lisa Welborn
(AllBo Content/meet the team)

... Consulting has been servicing the needs of Investment Advisers with reliable, quality, and timely outsourced servicing of PortfolioCenter for over 20 years.  I hold a Bachelor of Science degree in Business ...

4. 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 ...

5. Technology and Operations Consulting
(AllBo Content/bo content)

... of advisor staff are a requirement of this service. Targeted Improvement – ABC supports PortfolioCenter and a number of additional technologies in efforts to increase the leverage of these existing tools. ...

6. 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 ...

7. 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 ...

8. 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 ...

9. Services Overview
(AllBo Content/bo content)

... processes. Our Premium Services: Fully Outsourced PortfolioCenter  Details Includes proactive PortfolioCenter and related technologies ongoing consulting service. Hosted Network Solutions  Details AllBackoffice ...

10. Why & Who?
(AllBo Content/bo content)

... Investment Consultant Using or intending to use PortfolioCenter or Advent Want to run the application in-house or on our hosted network Seeking to reduce costs, increase efficiency, offer better value ...

11. Fully Outsourced PortfolioCenter
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Fully Outsourced PortfolioCenter Proactive PortfolioCenter and related technologies ongoing consulting service. Learn more... ...

12. Simplify Your Advisory Business
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... a commitment to limited conflict-of-interest consulting to help advisors leverage the best tools and processes.   Our Premium Services Fully Outsourced PortfolioCenter Hosted Network Solutions ...