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BOSS


BACK OFFICE SUPPORT SERVICE

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BOSS


BACK OFFICE SUPPORT SERVICE

Reinvent Your Business with BOSS

Reinvent your business by outsourcing the complex and time consuming process of portfolio accounting, management and reporting to our back office experts.

Free up your valuable time and resources to focus on managing your firm in today's more competitive wealth management environment.

BOSS Has A 20 Year History Of Providing Back Office Solutions For Independent Advisors. Founded By A Former Financial Advisor, BOSS Works With Over 100 Independent Firms, Representing Over $15 Billion In AUM. As A Result Of This Unique Experience, BOSS Is A Specialized Expert In Supporting Independent Firms Outsourcing Needs By Providing A High-Touch Service Experience Through Dedicated Account Managers.

 

 

Total Back Office Solution


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Total Back Office Solution


TOTAL BOSS SOLUTION

BOSS Provides A Total Back Office Hosting Solution For Portfolio Management, Accounting And Reporting

Expert Service, Client Portal, hosting, integrated solution, data quality and security and Business intelligence, the Total boss solution offers everything in one package!

 

BOSS Benefits


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BOSS Benefits


 

ROI

Enjoy cost savings and productivity gains by outsourcing resource intensive operational tasks to experts who can do it faster, better and cheaper

 

Advisor Productivity

Provide your advisors with a powerful efficiency tool to free them up from operational tasks to better serve clients and grow your business

 

Enhance Service Offering

Leverage our timely reporting to respond to client requests quickly, while providing reporting online and on all mobile devices

 

Compliance management

Easily prepare for and pass regulatory audits through independent, secure, third party solution.

Peace of Mind

Manage key person risk;ensure data quality and cyber security through our total outsourced solution

 

Client Portal


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Client Portal


BOSS CLIENT PORTAL

Extend your services to the web and mobile devices through cutting-edge client portal for graphical, live and historic reporting, account aggregation, document vault and more.

With BOSS's Client Portal, clients have the ability to extend their services far beyond the scope of regular business hours and availability. Clients will have the access they not only require but desire. Through our cutting edge, customizable client portal, Advisors and clients will have at their fingertips access to graphical, live and historical reporting, account aggregation, document vaults and much more, on both web and mobile devices alike.

Client Reviews


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Client Reviews


CLIENT REVIEWS

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"I appreciate that BOSS is not only efficient and responsive, but that they have been excellent at helping us solve problems and adopt new practices. 

Client of more than 1 year
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"They are responsive to our requests. information is timely and accurate.“ 

Client of more than 7 years
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"We've been with BOSS since 2005 and it has been a great service." 

Client of more than 10 years