Back Office Connection partners with small to mid-sized Advisors to deliver customized, cost-effective services in the areas of: Operations, IT and Compliance.

Our services and our infrastructure were specifically designed to support RIAs that seek best practices and promote excellence in their services to their clients.

Back Office Connection was founded to help advisors focus on their clients. Our staff brings extensive experience and knowledge to back office services: designing, building and operating back office solutions for small to mid-sized advisors. We design systems, create procedures, and integrate software to provide comprehensive solutions that help advisors grow their practices. As an outsourced service provider, we can customize our services to fit the way you conduct your business.

“Back Office” is an ever expanding and evolving process. Proven new technologies must be incorporated to enable an advisor to stay competitive in the fast paced financial industry and technological world. Financial advisors desire and require independence and freedom to implement the planning and investment recommendations that best fit their clients. Back Office Connection’s services were designed to help you focus on what you do best and leave the rest to us.