Companies similar to BACK OFFICE CONNECTION
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  • www.focuspointsolutions.com
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FocusPoint Solutions has been providing back office outsourcing solutions to advisors for almost 15 years. Here are some case studies of advisors we've helped... While FocusPoint's virtual back office support team handles your day-to-day back office..
Relevance: 19.397507
  • www.backofficeconnection.com
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Back Office Connection was founded to help advisors focus on their clients. Our staff brings extensive experience and knowledge to back office services: designing, building and operating back office solutions for small to mid-sized advisors. We..
Relevance: 18.128542
  • deltaim.com
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Delta is an independent wealth manager. No competing business lines influence our service and advice to clients. We place the client's interests first... Delta also works with wealth management advisors providing sophisticated, customized investment..
Relevance: 17.799559
  • ctaos.com
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CTA Outsource Solutions is a Colorado Corporation formed in 2004 by Steve Crawford. Our business focus is working with and supporting CTA's with Back Office, Operational and Accounting functions on an outsource basis. We custom tailor solutions for..
Relevance: 16.84127
  • railadvisors.com
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Rail Advisors provides computer, revenue and agency expertise to North American short line and regional rail operations... With decades of experience we can assist you in managing the back office needs of your railroad customers. We can assist you..
Relevance: 16.79077
  • financialadvocates.com
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Financial Advocates is the fourth largest enterprise at LPL Financial, the nation's largest independent broker/dealer*, with client assets custodied at Fidelity, TD Ameritrade, and Charles Schwab... Whether an advisor is looking to move to an..
Relevance: 16.724167
  • goabos.com
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At Advisors Back Office Solution™, we provide straightforward billing for our core services. Choose from three packages, based on the complexity of your business and make back office budgeting easier with a consistent monthly price... We understand..
Relevance: 16.689993
  • www.wealthcaregdx.com
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Wealthcare provides you with best-in-class technology solutions at each touchpoint in your workflow... Wealthcare offers employee status to advisors who partner with us directly, providing access to our GDX360 platform and back-office support.....
Relevance: 16.633846
  • virtualpartnersgroup.com
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Our mission is to deliver reliable, efficient, and proactive client service so that our advisors can focus on business development, and marketing to new clients... Established in 2006, our VPG team has over 15 years experience providing back office..
Relevance: 16.486843
  • ariawealth.com
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Our firm, ARIA Wealth Management, is a registered investment advisor. Our proven infrastructure allows our advisors to focus on what they do best - service their clients... Our wide range of investment products and resources have been selected to..
Relevance: 15.916224
  • advisorscapital.com
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We work hand in glove with investment advisors to not only create tailored solutions, but to give clients the information they need to be in control... At Advisors Capital, we believe that a combination of top-down and bottom-up approaches should..
Relevance: 15.879523
  • optimasuper.com.au
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Our firm offers an SMSF Administration Service that provides back-office support to financial advisors and accountants. We attend to the complete administration for the fund from the compilation and processing of the client data to the lodgement of..
Relevance: 15.823438
  • www.invient.com
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Invient Funds, a software package, allows LPs to track investments, study trends, perform what-ifs, and create in-depth reports with ease... Invient also builds custom software applications for LPs and others who serve LPs, such as custodians,..
Relevance: 15.771868
  • worldclassadvisors.com
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World Class Advisors is dedicated to creating the ultimate resource platform for holistic advisors who want to continually improve their practice, their client experience and their life... World Class Advisors is aimed at encouraging advisors being..
Relevance: 15.657257
  • www.sageinsurancepartners.com
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Sage Insurance Partners (SIP) was created to support financial advisors and their holistic planning needs. Founded in 2021, we strive to provide exemplary service to financial advisors looking to add insurance and annuities to their practice. With a..
Relevance: 15.640796
  • advisornet.com
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AdvisorNet Financial offers independent financial advisors a full circle of services to meet and support the individual needs of your unique practice, wherever you need it... With a unique model of inter-dependence, AdvisorNet Financial provides..
Relevance: 15.61692
  • www.pnw.cpa
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Experts in tax and accounting, PNW Advisors will take care of the back-office work so you can focus on running your business... With the right strategies, your small business can survive a supply chain disruption and emerge stronger than ever. Here..
Relevance: 15.437819
  • nonprofitadvisors.org
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Non-Profit Advisors is not a referral service. Our full-time professional staff provide the services and stand behind all quality, service integrity and customer satisfaction outcomes... Non-Profit Advisors is a leading national non-profit that..
Relevance: 15.317335
  • www.vijyaiprism.com
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We have a proven track record of providing technology platforms to wealth managers, Independent Financial Advisors (IFA's), Stock Brokers, Banks and Stock exchangesto create operational efficiency and a superior digital investing experience for..
Relevance: 15.278976
  • www.gemmerllc.com
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Gemmer Asset Management LLC is an employee-owned, independent firm that specializes in providing advisors with a suite of services to make their lives easier so they can better serve their clients. These services include sound investment strategies,..
Relevance: 15.210787
  • sycamorecompany.com
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Sycamore delivers all the data and functionality firms need to manage their home office operations. Since 2008, we've helped independent/retail and institutional advisory firms recruit, manage and pay advisors, meet compliance and audit requirements,..
Relevance: 15.128889
  • artsadvisors.com
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We can help you evaluate, select and implement software solutions to meet your current needs including box office, fundraising, back office, crm, email marketing solutions and more... Located in the greater Boston area and founded in 2009, Arts..
Relevance: 14.996377
  • ifs.ie
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Integrated Pension and Investment Options Ltd T/A Integrated Financial Services is regulated by the Central Bank of Ireland... Integrated Financial Services distributes Investments, Pensions, Life Assurance, Health Insurance, Deposits, Mortgages,..
Relevance: 14.9193535
  • www.oakfordadvisors.com
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Oakford Advisors Ltd is an outsourced business services company which specialises in providing back-office services to start-up or existing businesses within the Financial Services industry, with a particular focus on SME businesses in the Investment..
Relevance: 14.821432
  • thebwbadvisors.com
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The BwB Advisors, is a team of senior advisors each expert in their areas and each with 20+ years of extensive experience. We have expertise in Business & Organizational Development, Project/Program Management, and Product Management. Each advisor..
Relevance: 14.806686
  • www.climbhighconsulting.com
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We offer what you need at a price that suits your budget, and we help you make the most of your marketing investment... Climb High Consulting offers personalized consulting services for financial advisors. We work with the following to put the fun..
Relevance: 14.7477045
  • www.cwadvisorsolutions.com
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CW Advisor Solutions, a division of CW Advisors, provides customizable solutions for investment management, back-office operations, practice management and continuity planning to independent advisors. For more than a decade, we have supported..
Relevance: 14.688731
  • www.fundpanel.io
Created by Aduro Advisors, one of the leading firms in Venture Capital fund administration, FundPanel enables your back office to quickly and efficiently handle the details of your most important investor communications. Trusted by dozens of the..
Relevance: 14.687139
  • www.fundpanel.io
Created by Aduro Advisors, one of the leading firms in Venture Capital fund administration, FundPanel enables your back office to quickly and efficiently handle the details of your most important investor communications. Trusted by dozens of the..
Relevance: 14.66393
  • www.pacificadvisors.com
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Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 2875 Michelle Dr...
Relevance: 14.658623