Interested in our Solutions? BOSS does not use a 'one size fits all' approach. Completion of this form will allow us to determine a cost effective and competitive fixed rate based on the way you do business.
Interested in our Conversion or Project Services? Call (760)477-7173 for additional information.
Name *
Name
Phone Number
Phone Number
Scope of Services
Please check one or more of the service you would like to receive as part of your fixed rate Primary Services:
All open accounts in your current database including those updated manually or through a data aggregation partner
Consider just the accounts that are updated manually or through a data aggregation partner like ByAllAccounts or Aqumulate
Enter "None" if you do not currently use a Portfolio Management System
How complex are your needs?
On a scale of 1-5, where 1 is very simple and 5 is very complex (Consider things like the frequency of trades, corporate actions, set up of new securities and accounts. Do you have a large number of securities per account or use asset class performance? Do you edit transactions or use select lots for cost basis?As well as the inclusion of multiple batch runs, billing specs, and/or transaction editing)
Primary Custodians
Please list any other non-aggregator custodians
Please type any additional questions or comments below: