Back Office Connection

Financial Services - Kirkland, WA, US

Back Office Connection Employees

Kenneth Minneman

Consultant, Operations

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Back Office Connection Details

Back Office Connection (BOC) is a full-service outsourcing firm for RIAs & Wealth Managers. We differentiate ourselves by providing comprehensive services encompassing Operations, IT and Compliance administrative support. Our services are customized to fit your firm. Although they are designed to integrate operations, IT and compliance to optimize efficiency and best practices, you can choose to outsource what you need today and expand over time.

Website: backofficeconnection.com

Employees: 20 - 49

HQ: 425-250-7500

Location: Kirkland, WA, US

Revenue: 1 - 2.5 Million

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 Download & Reconciliation RMD tracking & follow-up Financial Services Financial Advisory Services

Back Office Connection Technologies

Email Providers

Outlook

Load Balancers

Apache

CMS

WordPress.org

Other

Mobile Friendly

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