Why BOC

We believe that the most effective way to grow an advisory practice is to allow those individuals charged with bringing in new business to focus almost exclusively on that process. Keeping existing relationships strong and building new ones is the genesis of revenue generation – a strong, reliable infrastructure and the resulting full featured support services, enables that revenue generation process.

Back Office Connection provides a comprehensive set of services covering all of the “back office” functionality. This allows an advisor to focus on the growth of the firm. With a single point of contact for Operations, IT and Compliance administrative tasks, an advisor can reduce the number of vendors that they manage, thereby simplifying and reducing their workload.

We base our fees on a proposal process, customizing our services to your specific needs. Once a detailed services list has been determined, we develop a fee structure that combines a per account fee and a per hour fee for custom services. We foster this “alignment of interest fee” to benefit both parties.

• This allows you to change a normally fixed cost into a variable cost that scales directly with the business; eliminating the need to scale up for year-end, scale up for growth or lay off staff in lean times. The normal variability in this industry generally requires hiring employees, training them and absorbing those fixed costs, or choosing to let someone go or to reduce salaries. All of these prospects are time consuming and difficult to implement.

• As your advisory practice grows, there is added work in setting up accounts, transferring assets, creating reporting and so on. A per account fee motivates Back Office Connection to squeeze every ounce of horsepower out of software and systems to give you every tool available to grow your business.