Solutions for Registered Investment Advisory Firms
Get ahead of back office challenges.
Streamline
Reduce bottlenecks, redundancy and inefficiencies within your interrelated business systems. Let Advisors focus on building relationships, not operational tasks.
Centralize
Get all the data and insights you need to make well-informed decisions about every aspect of your operations.
Align
Your Back Office Connection Team creates and manages systems, processes and initiatives, supporting your firm’s vision, culture and customer service experience.
Operations Services
Wherever information and activity are centralized, Back Office Connection ensures your firm’s systems support Advisors and drive business goals. We serve as a “partner-employee.” Whether as part of an existing operations team or when providing a firm’s entire operational structure, we tailor services to your technology, approach and pain points.
Platform Management | Database Centralization |
Advisor Support | Compliance Administration |
Review | Reconciliation and Remediation |
Setup and Maintenance
Client Service
Back Office Connection performs part or all of the Client Service Role (CSR), depending on your firm’s needs. We can interact directly with clients or remain behind the scenes, in all cases providing the client experience dictated by your approach and culture. We streamline the CSR infrastructure and perform a range of administrative services, giving Advisors more time for tending to clients.
Client Service Role | Advisor Custodial Support
Consulting Services
Back Office Connection supports your firm’s efforts to adapt to internal and external trends. We partner with your team and, based on your culture and vision, create a framework for implementing change and growth strategies.
New initiatives | Platform and Data Migration |
Enhancing Existing Systems and Processes |
Resource Planning | Mergers and Acquisitions Support
Operations Services
Wherever information and activity are centralized, Back Office Connection ensures your firm’s systems support Advisors and drive business goals. We serve as a “partner-employee.” Whether as part of an existing operations team or when providing a firm’s entire operational structure, we tailor services to your technology, approach and pain points.
Platform Management | Database Centralization |
Advisor Support | Compliance Administration |
Review | Reconciliation and Remediation |
Setup and Maintenance
Client Service
Back Office Connection performs part or all of the Client Service Role (CSR), depending on your firm’s needs. We can interact directly with clients or remain behind the scenes, in all cases providing the client experience dictated by your approach and culture. We streamline the CSR infrastructure and perform a range of administrative services, giving Advisors more time for tending to clients.
Client Service Role | Advisor Custodial Support
Consulting Services
Back Office Connection supports your firm’s efforts to adapt to internal and external trends. We partner with your team and, based on your culture and vision, create a framework for implementing change and growth strategies.
New initiatives | Platform and Data Migration |
Enhancing Existing Systems and Processes |
Resource Planning | Mergers and Acquisitions Support
The Back Office Connection Way
Driven by our core values and collaborative approach, all of us at Back Office Connection uphold high standards, delivering operational integrity in our work and relationships.
Upfront Engagement Process
We don’t offer cookie-cutter packages that force clients to purchase more than they need.
Instead, each client contract is based on a detailed service plan we create together, including terms that define how Back Office Connection scales services as your business grows.
Contact Us
Complete a simple Contact Form and start the conversation about how Back Office Connection can help your firm overcome operational challenges.
Service Area
Anywhere in the U.S. including all time zones
