Back Office Support Service (BOSS)

Back Office Support Service (BOSS) has been a pioneer in outsourced support of independent investment advisors since 1996 and that tradition continues today. Most of the employees in BOSS’s East Coast and West Coast offices focus on daily data processing, reconciliation and other support services such as reporting and billing. BOSS also has staff dedicated to database conversions and one-time projects for setting up new databases or cleaning up existing databases.