Outsourcing Benefits
Stable operations that stand up for your firms progress.
Integrated Operations
Back Office Connection’s services encompass the interrelated systems that form the backbone of your Financial Services business. We apply operational expertise and industry knowledge to put your unique combination of technology and processes into service for maximum gain.
- Efficient technology streams and workflows
- Systems and processes aligned to propel your firm forward
- Information visibility for Advisors and firm leaders
- Centralized company-wide data organized to produce insights
- On-the-spot solutions to routine and unanticipated operational challenges
- Flexibility to apply operational expertise where and when you most need it
- Reduces pressure on administrative staff and Advisors to perform outside their areas of expertise
- Cost-effective way to ensure you have all the back office people and systems your RIA needs without having to retain extra staff
Stay Ahead of Operational Challenges
We help your RIA firm perform at its best by staying steps ahead of your data, technology, processes and industry trends. We partner with your team to shape operations that align with your definition of success.
- Remote access to centralized systems and information
- Consolidate technology and data systems for maximum efficiency and insights
Technology purchase guidance—from portfolio management platforms to office equipment and software - Process standardization where needed by individual Advisors and firm-wide
Incorporate best practices into systems and processes - Integrate compliance procedures within operations and technology
- Formulate and implement a comprehensive compliance program
- Customized services accommodate growth and change in your business
- Consulting and implementation support for growth initiatives
- Ability to apply more Back Office Connection resources to meet urgent needs
Experienced Team. U.S. Based.
Back Office Connection is a close-knit team of professionals with varied backgrounds within the financial services industry. We leverage our group’s collective knowledge for every client. Each Back Office Connection Team Member has broad experience as well as deep expertise in one of the following areas.
- Compliance
- Operations
- Technology
Our administrative office is in Washington State. Our remotely-working Team Members cover all U.S. time zones.
Service Area
Anywhere in the U.S. including all time zones
