Back Office Support Service

550 W Vista Way
Vista CA 92083

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Most activities related to the input, review, reconciliation and correction of data for billing and reporting purposes can be eliminated. Additionally, personnel issues related to hiring, firing, training, supervision, sick leave, etc. can be reduced since employees who would have been added to your staff are now on our staff. A fundamental principle of the services offered by BOSS is that you should have direct access to your actual data. You can add to and edit your data in real time and immediately print reports reflecting the changes. In addition to the time saved on data entry and the time consuming resolution of database problems, there are indirect time savings related to supervision, hiring, training, as well as the time it takes to stay abreast of the changing capabilities of your portfolio management software. None of these time consumers bring in an additional nickel of revenue. BOSS creates an environment that enables most advisors to radically increase time spent on their highest payoff activities - marketing, client service and portfolio management. We currently support a variety of best of breed portfolio management platforms including: PortfolioCenter , FinFolio , and AdvisorEdge . We continuously review additional platforms and will add other systems based on demand. If you are interested in a system that is not listed, please call 760-622-9888 to inquire.