With the right technology, independent financial advisors and planners can save money, time, and hours of operational frustrations. You’ll have more time to concentrate on building deeper client relationships, both existing and new.
AllBackOffice delivers client data and reports with information to help you service your clients. The technology is located in a secure area of “the cloud”. The best part is that it’s easy for you and your staff to analyze. The technology solutions they provide include: billing, performance reporting, held away account aggregation, data integration, and client web reporting.
Call Marty Morua at 917-833-3994 and learn how AllBackOffice can simplify your operations. You’ll also find Marty on LinkedIn at https://www.linkedin.com/pub/marty-morua/4/223/51a
Visit the AllBackoffice website at http://www.allbackoffice.com/