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.
