WE TAKE CARE OF THE DATA, SO YOU CAN TAKE CARE OF THE CLIENTS...

WE TAKE CARE OF THE DATA, SO YOU CAN TAKE CARE OF THE CLIENTS...

 

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 total Back Office Hosting Solution

BOSS provides a Total Back Office Hosting Solution for portfolio management, accounting and reporting. 
 

Boss Business Benefits

The BOSS Total Back Office Hosting Solution provides powerful business benefits:

  • ROI - Enjoy cost savings and productivity gains by outsourcing resource intensive operational tasks to experts who can do it better, faster, and cheaper
  • Enhance Service Offering - Leverage our timely reporting to respond to client requests quickly, while providing reporting online and on all mobile devices.
  • 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.
  • Compliance Management - Easily prepare for and pass regulatory audits through independent, secure, third party solutions.
  • Peace of Mind - Manage key person risk; ensure data quality and cyber security through our total outsourced solution.

BOSS is your indispensible partner

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.