Welcome to
Back Office Connection where we provide the Operational, I.T. and Compliance
services that enable Financial Advisors to operate with only a PC and an
Internet connection.
Back Office Connection was founded to help Advisors focus on their clients.
Our staff brings extensive experience and knowledge to back office services
with over thirty years of combined experience in designing, building and
operating back office solutions for small to mid sized Advisors. We
design systems, processes and integrate software to provide comprehensive
solutions. As an outsourced service provider, we can customize our
services to fit the way that you conduct your business.
Operations is an ever expanding and evolving process. Proven new technologies
must be incorporated to stay competitive in the fast paced financial industries.
Financial Advisors desire and require independence and freedom to implement
their planning and investment recommendations as best fits their clients.
Back Office Connection was designed to help Advisors focus on what they
do best and leave the rest to us.
425.453.5010
| 7900 SE 28th Street, Suite 501, Mercer Island, WA 98040