As with all services, you choose just what you need from our à la carte menu. Our highly qualified back office team will work with you in all facets of the transition
We utilize state of the art technology tools to facilitate the workflow between the advisor’s office and our back office team. This ensures fluent communication between the client and the back office. It also helps keep everyone on the same page and on track. Once the onboarding process is complete, a relationship manager is assigned to your firm for day to day task requests.
Back office systems
Back office services