Back Office Administration

With over 10 years experience in full time outsourcing, BOSS has worked with many PMS and CRM systems and gives you the benefit of expertise with multiple platforms and a wide variety of advisory firm profiles. BOSS saves advisors time and money by providing comprehensive data management, accurate account values and client reporting support for your in-house implementation of PortfolioCenter. The service can include daily account reconciliation, manual data entry, fee billing, ROR calculation and reporting, on-demand reports, quarterly statements and much more. BOSS will take care of the data … so you can take care of the clients!

For more information: www.thebackoffice.biz

B-Ready Outsourcing provides deep, subject matter expertise relating to the management of financial operations and the associated data. By working with each advisor on an individual basis to develop an operational plan, you receive timely data to support your business. Beyond the daily processing, B-Ready Outsourcing can provide a wide range of services such as rebuilding historical data or consulting with you on how to optimize client reports.

With operational economies-of-scale, well-trained staff delivers flexible service at an incremental cost to you based on a fixed, hourly professional services rate. B-Ready Outsourcing Solutions, Inc. enables you to keep your core focus on client consultation, support, marketing and other client development activities.

For more information: www.b-readysolutions.com

Financial Support Services (FSS) offers database management service including: the downloading, posting and reconciling of client data into PortfolioCenter or Centerpiece; coding of new securities; placing new client accounts into family groups or sets; setting up and assigning models; creating billing specs and billing forms and the set up of blended benchmarks.

FSS also runs portfolio and asset class intervals for quarterly client performance reports, e-reports and composite reporting and can assist with quarterly client reporting, billing and management fee uploads. Manual input of historical data and cost basis input is available. NAFPA advisors benefit from FSS's experience with web site look ups and the manual data entry required for the various types of self-directed retirement plans. In addition to remote back office support, FSS provides web server service for advisors that would like PortfolioCenter hosted in a web environment.

For more information: www.finlsupport.com

Krisan handles everything necessary to ensure accurate data and reports. With over 14 years experience, Krisan has used every aspect of the program and dealt with every possible transaction from a wide-variety of custodians. With Krisan, you know an expert will be handling your data every day. When you delegate something as important as tracking your financial data, you want to know it's being done right, not just being reconciled.

Krisan provides full-service support, fast turnaround, customized, straightforward reports tailored to your clients' needs, and a secure web environment to transfer data and reports.

For more information: www.krisan.com

OutsourceThis! provides daily downloading, posting and reconciliation of transaction, price and position data through a secure remote software connection, allowing all data to remain on your network at all times. Ancillary services include the processing of client reporting and billing, manual tracking of investments, cost basis input and development of custom reports. OutsourceThis! provides a cost-effective solution to the ever-increasing costs of hiring and maintaining support staff to handle the day to day back office operations associated with managing client portfolio data.

For more information: www.outsourcethisonline.com

Portfolio Solutions has over 12 years of experience providing investment advisors with software selection, implementation and back-office outsourcing. Their Back Office Operations Support Team (BOOST) outsourcing services include regular posting of transactions and corporate actions, reconciliations, monthly or quarterly reports, performance generation, and cost basis entry. Portfolio Solutions will work with you to provide the best reporting schedule for your client base. Quotes are by the job not hourly, and a ceiling on cost is provided.

For more information: www.theportfoliosolution.com