Fintech Integration Marketplace

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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!

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

Companies that integrate with BOSS

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

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

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.