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    Welcome to Back Office Connection (BOC), a full service outsourcing firm that can completely customize and tailor its services to fit your needs.

    Our founding premise and guiding principles direct us to go the extra mile for our clients; to understand their business and their clients, to communicate clearly and work with purpose in assisting our clients in achieving their goals.

    We differentiate ourselves by providing comprehensive services encompassing Operations, IT and Compliance administrative support. We offer services in these areas because we believe that these departments are intimately inter-related and dependent upon each other.

    By overseeing each of these three areas, we can achieve best practices and realize efficiencies beyond managing them independently. We also believe that these efficiencies allow us to extract more from resources and provide additional tools to the advisor and more services to your clients.

    In most cases, we can provide an equal or greater level of service at an equal or lower price than can achieved in-house, allowing you to reap the benefits to outsourcing.

    The comprehensive nature of our services allows you to:

    “Go grow your business and leave the rest to us.”

    Back Office Connection partners with small to mid-sized Advisors to deliver customized, cost-effective services in the areas of:

    IT &

    Our services and our infrastructure were specifically designed to support RIAs that seek best practices and promote excellence in their services to their clients.

    Back Office Connection was founded to help advisors focus on their clients. Our staff brings extensive experience and knowledge to back office services: designing, building and operating back office solutions for small to mid-sized advisors. We design systems, create procedures, and integrate software to provide comprehensive solutions that help advisors grow their practices. As an outsourced service provider, we can customize our services to fit the way you conduct your business.

    “Back Office” is an ever expanding and evolving process. Proven new technologies must be incorporated to enable an advisor to stay competitive in the fast paced financial industry and technological world. Financial advisors desire and require independence and freedom to implement the planning and investment recommendations that best fit their clients. Back Office Connection’s services were designed to help you focus on what you do best and leave the rest to us.

    Contact us today for more information.

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