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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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BOSS

BOSS has a 20 year history of providing back office solutions for independent advisors. Founded by a former financial advisor, BOSS works with over 100 independent firms, representing over $15 billion in aum. As a result of this unique experience, Boss is a specialized expert in supporting independent firms outsourcing needs by providing a high-touch service experience through dedicated account managers.

BOSS provides a total back office hosting solution for portfolio management, accounting and reporting. Expert service, client portal, hosting, integrated solution, data quality and security and business intelligence, the total boss solution offers everything in one package!

Website

http://www.thebackoffice.biz/

Contacts

https://www.linkedin.com/company/back-office-support-service/

https://twitter.com/BackOfficeBoss1

BOSS
  • Expert Service
  • Client Portal
  • Hosting
  • Integrated Solution
  • Data Quality
  • Security
  • Business Intelligence
BOSS

Companies that integrate with BOSS

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
#Rebalancing #Trading

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BOSS

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