BOSS
BOSS
Reinvent Your Business with BOSS
REINVENT YOUR BUSINESS BY OUTSOURCING THE COMPLEX AND TIME CONSUMING PROCESS OF PORTFOLIO ACCOUNTING, MANAGEMENT AND REPORTING TO OUR BACK OFFICE EXPERTS.
FREE UP YOUR VALUABLE TIME AND RESOURCES TO FOCUS ON MANAGING YOUR FIRM IN TODAY'S MORE COMPETITIVE WEALTH MANAGEMENT ENVIRONMENT.
BOSS HAS A 20 YEAR HISTORY OF PROVIDING BACK OFFICE SOLUTIONS FOR INDEPENDENT ADVISORS. FOUNDED BY A FORMER FINANCIAL ADVISOR, BOSS WORKS WITH OVER 100 INDEPENDENT FIRMS, REPRESENTING OVER $15 BILLION IN AUM. AS A RESULT OF THIS UNIQUE EXPERIENCE, BOSS IS A SPECIALIZED EXPERT IN SUPPORTING INDEPENDENT FIRMS OUTSOURCING NEEDS BY PROVIDING A HIGH-TOUCH SERVICE EXPERIENCE THROUGH DEDICATED ACCOUNT MANAGERS.
Total Back Office Solution
TOTAL SOLUTION
Total Back Office Solution
TOTAL SOLUTION
TOTAL BOSS SOLUTION
BOSS Provides A Total Back Office Hosting Solution For Portfolio Management, Accounting And Reporting
Expert Service, Client Portal, hosting, integrated solution, data quality and security and Business intelligence, the Total boss solution offers everything in one package!
BOSS Benefits
BOSS BENEFITS
BOSS Benefits
BOSS BENEFITS
ROI
Enjoy cost savings and productivity gains by outsourcing resource intensive operational tasks to experts who can do it faster, better and cheaper
Advisor Productivity
Provide your advisors with a powerful efficiency tool to free them up from operational tasks to better serve clients and grow your business
Enhance Service Offering
Leverage our timely reporting to respond to client requests quickly, while providing reporting online and on all mobile devices
Compliance management
Easily prepare for and pass regulatory audits through independent, secure, third party solution.
Peace of Mind
Manage key person risk;ensure data quality and cyber security through our total outsourced solution
Client Portal
CLIENT PORTAL
Client Portal
CLIENT PORTAL
BOSS CLIENT PORTAL
Extend your services to the web and mobile devices through cutting-edge client portal for graphical, live and historic reporting, account aggregation, document vault and more.
With BOSS's Client Portal, clients have the ability to extend their services far beyond the scope of regular business hours and availability. Clients will have the access they not only require but desire. Through our cutting edge, customizable client portal, Advisors and clients will have at their fingertips access to graphical, live and historical reporting, account aggregation, document vaults and much more, on both web and mobile devices alike.
Client Reviews
CLIENT REVIEWS
Client Reviews
CLIENT REVIEWS
CLIENT REVIEWS
"I appreciate that BOSS is not only efficient and responsive, but that they have been excellent at helping us solve problems and adopt new practices.
Client of more than 1 year
"I have had to make a lot decisions over the last 6 years but I believe that deciding to work with BOSS has been one of the best. I have a peace of mind now that I could never had by keeping what you do in-house"
Client of more than 2 years
"We've been with BOSS since the inception of our firm in 2005. We consider BOSS to be our de facto performance department of our firm. Your staff is well-trained, courteous and timely in their communications. We would be happy to refer the service to colleagues in the industry. In fact, we are perplexed as to why anyone would have this type of service in-house."
Client of more than 10 years