Avoid common mistakes – our experienced staff can help you get setup and running thus avoiding many of the common mistakes and pitfalls that new advisors commonly make.
Avoid capital expenditures on technology – by outsourcing to Back Office Connection and using our technology platform, you can avoid the time and expense associated with designing, purchasing and implementing an in-house network.
Integrate compliance – beyond registration, most new advisors focus on getting their business up and running, and a good compliance program takes a back seat for awhile. Through outsourcing, we can help you implement common compliance procedures in operations and IT from day one and help develop a comprehensive compliance program faster than most startup RIA’s
Get moving faster – with Back Office Connection, the technology platform already exists; you just need to plug into it. We have a broad based understanding of operations and the experience to setup portfolio management software, get accounts open and assets transferred. All this is at your finger tips. Our depth in team and years of experience will get you moving faster.
Experience, experience, experience – our experience with multiple advisors, different disciplines and across multiple sectors of the market gives us a broad understanding of how to help advisors address varied issues. You can leverage this knowledge when deciding which portfolio management software to use, which anti-virus is most effective, what scanner or printer to buy or what the pros and cons are in choosing a custodian. We have a unique understanding of these and many other topics that can help you in your decision making process. We can bring this information to the table, helping you avoid starting at square one with each decision. (back)
