What'sNearbyTM

What are you looking for?

Close Search
      We apologize for the inconvenience

      The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

      You will be automatically re-directed to People Search on yellowpages.com in .

      Back Office Support Service

      Add to Favorites
      Be the first to review!
      Investment Advisory Service

      550 W Vista Way, Vista, CA 92083

      760-643-3838

      OPEN NOW: 
      Today: 8:00 am - 4:00 pm
      CallWebsite

      REVIEWS write reviewWrite a Review

      Be the first to review!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      DETAILS
      General Info
      Most activities related to the input, review, reconciliation and correction of data for billing and reporting purposes can be eliminated. Additionally, personnel issues related to hiring, firing, training, supervision, sick leave, etc. can be reduced since employees who would have been added to your staff are now on our staff. A fundamental principle of the services offered by BOSS is that you should have direct access to your actual data. You can add to and edit your data in real time and immediately print reports reflecting the changes. In addition to the time saved on data entry and the time consuming resolution of database problems, there are indirect time savings related to supervision, hiring, training, as well as the time it takes to stay abreast of the changing capabilities of your portfolio management software. None of these time consumers bring in an additional nickel of revenue. BOSS creates an environment that enables most advisors to radically increase time spent on their highest payoff activities - marketing, client service and portfolio management. We currently support a variety of best of breed portfolio management platforms including: PortfolioCenter , FinFolio , and AdvisorEdge . We continuously review additional platforms and will add other systems based on demand. If you are interested in a system that is not listed, please call 760-622-9888 to inquire.
      Hours
      Regular Hours
      Mon - Fri:
      Category
      Investment Advisory Service
      Neighborhood
      Vista
      AKA

      Back Office Support Svc

      Other Link

      http://www.thebackoffice.biz

      Suggest an Edit
      Data provided by one or more of the following: Thryv, Data Axle, Yext.