Enjoy cost savings and productivity gains by outsourcing resource intensive operational tasks to experts who can do it faster, better and cheaper
Provide your advisors with a powerful efficiency tool to free them up from operational tasks to better serve clients and grow your business
Leverage our timely reporting to respond to client requests quickly, while providing reporting online and on all mobile devices
Easily prepare for and pass regulatory audits through independent, secure, third party solution.
Manage key person risk;ensure data quality and cyber security through our total outsourced solution
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.
"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
"I have had to make a lot decisions over the last 6 years but I believe that deciding to work with BOSS has been one of the best. I have a peace of mind now that I could never had by keeping what you do in-house"
Client of more than 2 years
"We've been with BOSS since the inception of our firm in 2005. We consider BOSS to be our de facto performance department of our firm. Your staff is well-trained, courteous and timely in their communications. We would be happy to refer the service to colleagues in the industry. In fact, we are perplexed as to why anyone would have this type of service in-house."
Client of more than 10 years