AllBackOffice Consulting: “Operations and Technology Solutions for Wealth Management”
ABOUT AllBackOffice Consulting “AllBackoffice is dedicated to helping independent financial advisors, wealth managers, and fintech solution providers regain focus on the areas of business that they do best. With a core focus on middle and backoffice functions, our team converts 100% of financial services work into highly automated solutions so that our clients can live their best lives by doing their best work.
Our operations team understands the struggles many independent advisors face. Every adviser reaches a point where the consistent delivery of services devolves into a burden rather than the passionate expertise that first sparked the formation of their practice. This is where AllBackoffice steps in.
Our virtual operations, administrative, and technical assistance for independent advisors solves the challenges of staffing, technology issues, rising overhead, and the complexity of getting the most from your technology. Our personalized support packages for independent RIAs include strategic coaching, transition services, outsourced workflow support, and turnkey management of technology platforms.
Integrated and partnered with a wide array of industry experts, software companies, and financial institutions, AllBackoffice offers both individual services and a full-service offering for both front and back-office of success.“
Redtail-specific services AllBackoffice can provide include:
- Establishing and implementing new instances of Redtail for advisors needing their administrative assistant services
- Data imports, typically from flat files, as well as manual data entry and clean up of existing client details
- Managing and editing workflows for new account opening or other normalized client requests
- Managing data flow between Redtail and other applications
- Mapping households and accounts for the Redtail end-client portal and uploading data and performance reports from PortfolioCenter into Redtail
- Creating workflow and calendar alerts in Redtail to help advisors and their administrative staff stay on target with all required compliance efforts
- Marketing administration support, mostly with maintaining and sharing contact details for use with email management systems, such as Mail Chimp or Constant Contact.
AllBackoffice also offers those enlisting their service a first line of support for Redtail-related questions when they arise.