Back Office Connection (BOC) is a full-service outsourcing firm for RIAs & Wealth Managers. Our services are focused on achieving operational stability through efficiency and best practices. Our collaborative approach delivers tailored solutions that align with strategic objectives, support business goals, and client service needs. We simplify the management of your investment operations with centralized systems and streamlined processes.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 19225 8th Ave Ne Suite 201, Poulsbo,washington 98370,united States
- Phone
- +1 425 250 7500
- in****@****ion.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- backofficeconnection.com
- Keywords
- Outsourcing, Operations, IT, Compliance Administrative Support, Advent, PortfolioCenter, Tamarac, Orion, Black Diamond, APX, Download & Reconciliation, Billing, Reporting, Cost basis reconciliation, Trade implementation (allocation uploads), Trade settlement verification, New account setup, Asset transfer facilitation, RMD tracking & follow-up, CRM maintenance.
- HQ
- Poulsbo, Washington
Back Office Connection, Inc. Questions
Back Office Connection, Inc.'s helpline number is +1 425 250 7500
Back Office Connection, Inc.'s website is backofficeconnection.com
Back Office Connection, Inc.'s LinkedIn profile is https://www.linkedin.com/company/backofficeconnection
Back Office Connection, Inc. has
12 employees.
View email and phone details for 12
employees at Back Office Connection, Inc..
Back Office Connection, Inc.'s industry is
Financial Services
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Back Office Connection, Inc.'s support email address is info@backofficeconnection.com
Back Office Connection, Inc.'s categories are Financial Services
Back Office Connection, Inc.'s founding year is 2007
