Back Office Support Service (BOSS)

Back Office Support Service (BOSS)


Since 1996, Back Office Support Service (BOSS) has been a pioneer in providing superior portfolio management system outsourcing for independent investment advisors. 

Supported Portfolio Management Systems:

  • PortfolioCenter®
  • Morningstar Office

Core Competencies:

  • Financial Data Download (direct from your custodian)
  • Data Aggregation (with ByAllAccounts)
  • Data Posting and Reconciliation 
  • Corporate Action Processing
  • Cost Basis Reconciliation
  • Client and Performance Reporting
  • Billing Setup and Support
  • Sidebar Integration with CRM, Rebalancing and Trading software
  • Web-based client portal with Vault
  • Data and Database Conversions

The BOSS Service Bureau saves advisors time and money by delivering comprehensive data management, accurate account values on a daily basis, performance calculations, client reporting, fee billing, and much more in a secure Private Cloud environment. 

We'll take care of the data ... so you can take care of the clients!

To learn more about Back Office Support Service and ByAllAccounts, please call 760-477-7173 or email sales@thebackoffice.biz.