Back Office Support Service

www.thebackoffice.biz

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

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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

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Country

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State

California

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City (Headquarters)

Vista

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Employees

11-50

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Founded

1996

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Human Resources Director

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Regulatory and Compliance Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Division Manager

    Email ****** @****.com
    Phone (***) ****-****

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