- Feb. 1, 2013 -
The Advisor Dashboard offers a single web interface for advisors’ firm-level and end-client performance reports, report delivery and storage. Advisors and their clients now have access to aggregated interactive information from custodians and held away accounts in aggregated form, accessible with a few mouse clicks.
“We listened to our clients as they asked for this web based dashboard to compliment our Web Reportal, and we delivered. We all know that advisors and end-clients are looking for information on-demand. I couldn’t be more excited to provide this added capability,”
said Julien Mordecai, CEO of AllBackoffice Consulting.
Currently, AllBackoffice Consulting provides support for firms managing over 15 Billion in total assets.About AllBackoffice Consulting
AllBackoffice Consulting is located in NC, with offices in Edenton and the Research Triangle Park. AllBackoffice Consulting (ABC) delivers a range of services; with a focus in turnkey premium support services for firms using PortfolioCenter®
. Our solution is tailored to fit the specific needs of each client. Additional solutions include a Web Reportal, Hosted servers and applications, Turnkey Account Aggregation, Client Survey Solutions, and QuickBooks Support Services for the RIA marketplace. The direct benefit to our clients is the delivery of integrated premium services, supporting best-fit technology solutions to maximize efficiencies, providing greater ROI on technology investments in the shortest time possible. Please visit our site for more informationhttp://www.allbackoffice.com/services/allbackoffice-web-r...