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
• Effective way to ensure you have all the back office people and systems your RIA needs without having to retain extra staff