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

... portfolio management solutions. Over the last six years nearly 20 new hosted/Web-based platforms have emerged. Additionally, outsource providers can host traditional desktop/server applications on bunker ...

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

... portfolio management and accounting solutions to more than 3,000 independent financial advisors and investment managers. SPT develops powerful portfolio management solutions to help advisors manage their ...

3. Julien Mordecai
(AllBo Content/meet the team)

... serving three clients in 2003 to over 120 as of February 2008 when the company was sold to Schwab Performance Technologies.  Most recently, I helped B-Ready Outsourcing Solutions merge with the Open Finance ...

4. Hosted Network Solutions
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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 ...

5. 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 ...

6. 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   ...

7. Company Overview
(AllBo Content/bo content)

... to helping you extract the full value from solutions we support and recommend.    ...

8. Hosted Network Solutions
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Hosted Network Solutions Get efficient WORKFLOW for your business.  Learn more... ...

9. 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 ...