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Adhesion Wealth Advisor Solutions is a company focused on providing innovative solutions for registered investment advisors.
Advent OnDemand® offers Advent's award-winning suite of investment solutions through the Software-as-a-Service model (SaaS), with or without data management and reconciliation.
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November 19, 2010 Hits: 614
AllBackoffice Consulting is a boutique outsourced back office and consulting firm committed to providing the highest quality service in the industry.
B-Ready Outsourcing Solutions, Inc. (B-Ready) provides virtual, back-office outsourcing services to the professional investment advisor community.
BaySys Technology enables Investment Advisory firms to fully leverage their investment in systems, technology and personnel.
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October 02, 2010 Hits: 844
BOSS has been a pioneer in outsourced support of independent investment advisors since 1996 and that tradition continues today.
BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations.
CSSI's BackOffice Service is an in-house back office operations outsource designed to serve as a firm's reconciliation staff (or staff supplement).
Financial Data Solutions provides a unique customer-centered service to Financial Advisors who manage their customer relations using the Optima IAS web based software platform.
Financial Support Services, LLC is a PortfolioCenter Service Bureau® and professional out-sourcing service which provides alternatives for financial, accounting and legal professionals who prefer to devote less time and expense to maintaining data and managing a back-office staff.
Krisan Marotta of Krisan's BackOffice, Inc. invented outsourcing the back office for investment managers in 1992 and has been providing comprehensive, personalized PortfolioCenter and Centerpiece data management ever since.
The goal of Portfolio Solutions' is to help financial advisors organize their back office to better accommodate client servicing and asset growth.
Cornerstone Revolutions, Inc. provides independent investment professionals with the technology products and services needed to operate independently or with a staff.
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