The Benefits

Todd Calamita
President
Calamita Wealth Management

"Darlene and her team at All Back Office have been a tremendous resource to me over the last 10 years. They've taken the tedious work of quarterly reporting and billing off my shoulders (and daily reconciliation). It's a huge relief to know they are taking care of these details and I don't have to worry about it. Darlene has always been very responsive and attentive to any of my requests. I consider her a teammate...(but at a fraction of the cost to what I would have to pay a full time employee to handle this for me). If you haven't considered outsourcing your portfolio reporting and billing, it's definitely worth a conversation with them."

Concierge Level Service

Executive administration, operations, and IT staff ready to support typical RIA needs. This concierge level service allows you to focus on what you do best, while realizing greater peace of mind and focus as the AllBackoffice team handles operational and administrative tasks.

Redundancy and Procedures

Perhaps the greatest benefit comes from the system, operations, and personnel redundancy in the event of an emergency. We work with you to prepare for the unexpected, while ensure you have fully documented procedures and policies for your firm.

Institution-Level Support

You receive all the benefits of an institutional platform without the conflict of interest of working within a financial services platform. Our team ensures you follow industry standards and best practices, while delivering expanded bandwidth and scale in the event of fast growth or loss of existing personnel.

Industry Partnerships

AllBackoffice has partnered with and vetted reliable third-party technology and professional solutions providers to help compress your costs and identify best-of-breed solutions to fit your business.

Growth Support

Traditional and digital marketing, social media account management, long and short-form content creation, website design, and maintenance. All our growth support services follow industry best practices and are offered in-house or via our vendor partners.