Our Technology Platform was specifically designed and built to provide an advisor with a secure and stable infrastructure on which they can grow their firm. We provide a fully hosted environment for both applications and data. Our network provides email services with anti-virus, anti-spam and anti-malware protection while integrating email archiving functionality into a seamless web based portal where an advisor can access all of their software and all of their data from any computer that has an internet connection.

This integrated system also provides a high degree of freedom to each advisor to choose the software that best suites their needs in Portfolio Management, Contact Management, Research, Rebalancing Modeling and more. Back Office Connection provides the infrastructure, you can use what ever software you need to run your business.

We maintain your data, using your software (e.g. Advent, Portfolio Center, Junxure or Principia, for example) on our network. We use Virtual Servers to create a segregated space to load all of your applications and provide access via Microsoft Remote Desktop Services. All you need is a PC and an internet connection. In fact, all of our clients have opted to completely decommission their existing networks and let us handle IT. We provide:

• Local hardware redundancies
  
  
• Warm site Disaster Recovery (DR)
  
  
• Annual DR testing
  
  
• DR documentation to insert into yourSEC mandated Business Continuity Plan
  
  
• Network hardware maintenance
  

• Tape back up systems
  
  
• Software and security patches
  
  
• Network technical support
  
  
• Desktop application technical support
  
  
• And more

This specific infrastructure provides an advisor with complete freedom from IT management decisions. Conceptually, we aggregate multiple advisors’ IT budgets together to build a larger, more robust and feature rich environment on which we can all operate. Which equates to more functionality than is normally maintained by a small to mid sized advisor.

Sample services list (printable PDF)