Back Office Connection, Inc

Back Office Connection (BOC) is a full-service outsourcing firm for RIAs & Wealth Managers. We differentiate ourselves by providing comprehensive services encompassing Operations, IT and Compliance administrative support. Our services are customized to fit your firm. Although they are designed to integrate operations, IT and compliance to optimize efficiency and best practices, you can choose to outsource what you need today and expand over time

Outsourcing,operations,it,compliance administrative support,advent,portfoliocenter,tamarac,orion,black diamond,apx,download & reconciliation,billing,reporting,cost basis reconciliation,trade implementation (allocation uploads),trade settlement verification,new account setup,asset transfer facilitation,rmd tracking & follow-up,and crm maintenance

Back office connection, inc operates in the Financial services industry.

Back office connection, inc's revenue is 11m - 100m

Back office connection, inc has 11 - 50 employees.