Solutions for Busy Professionals

 

ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals.

ProTracker Advantage

is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals.

Outsource Providers


IVDesk

IVDesk

Comprehensive Cloud Computing for Your Business

 IVDesk is a completely fully hosted IT solution for your company. We install all your applications, provide Microsoft Office and Outlook/Exchange, and give you unlimited files and folders. Your desktop still looks just Windows but runs on our entirely secure environment. We also provide 24 x 7 Helpdesk support for each of your employees.

Imagine if you had secure access to all of your applications, all of your data, with 24 x 7 support. Access would be secure from anywhere, at any time, with lower costs for software, hardware and help desk support. No more IT headaches!

The industry calls it "Cloud Computing" but we call it IVDesk. Get out of the IT business and focus on YOUR business starting today.

Back Office Advisor

 Back Office Advisor

Every Step of the Way

Back Office Advisor is a turn key consulting firm developed to assist advisors in taking their business to the next level.  We provide services in all key areas of running and building a financial advisory or wealth management firm.  We do this by mapping out your ideal firm, identifying the challenges and gaps that currently exist and identifying the necessary actions steps for overcoming these challenges and filling in the gaps. Along the way, we act as a hands on implementer offering resources and solutions. At Back Office Advisor, our goal is to be with you every step of the way until you reach your ideal firm and your ideal quality of life.


Back Office Solutions, LLC

Back Office Solutions, LLC

Back Office Solutions, LLC is an outsourcing service provider that will serve as your paraplanner and staff planner as needs develop in your growing practice.  The focus of Back Office Solutions, LLC is to provide individualized financial planning support at a critical level in the financial planning process of analyzing data and developing a plan.


Financial Support Services

Financial Support Services

A PortfolioCenter Service Bureau

Financial Support Services is a PortfolioCenter/CenterPiece Service Bureau® and professional out-sourcing service which provides alternatives for financial, accounting and legal professionals who prefer to devote less time and expense to maintaining data and managing a back-office staff. FSS services are specifically designed to streamline operational activities and provide information quickly and efficiently.

 

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