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Operations- Back Office Outsourcing [10]
From BROS website: B-Ready Outsourcing (B-Ready) provides a turn-key solution for the data management and performance reporting related to the advisor's investment clients. The typical advisor process involves the daily posting and reconciliation of investment data, a monthly capture of outside asset accounts not covered by electronic downloads, and a quarterly and year-end reporting process for account statements and advisor billing. B-Ready Outsourcing designs our process to fit the advisor's needs.
OFN is a company focused on providing best-of-class open architecture front and back office technology and service solutions for independent advisors, family offices and advisors turning independent.
Back office outsourcing with customized services for data management that boost firm productivity and reduce overhead costs. Our turnkey service includes data downloads and reconciliation, corporate action processing, and client report and invoice generation. Cornerstone PowerInvestmentTOOLS also offers products and services for portfolio management (PowerAdvisor), rebalancing & trade order management (PowerTrade), and secure online portals (PowerPortal).
UCFP is a national network of financial advisory practices that provide centralized back-office operations, investment management, and other customized advice while leaving the independence and control with the advisor. |
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