Back Office Solutions

How Back Office Solutions' Outsourcing Process Works

Back Office Solutions, LLC is an outsourcing service provider that will serve as your paraplanner and staff planner, as needs develop in your growing practice. By contracting services with Back Office Solutions, you can have access to quality financial planning support, via Internet, without having to be locked into hiring and training additional personnel.

The focus of Back Office Solutions is to provide individualized financial planning support at a critical level in the financial planning process of analyzing data and developing a plan. Usually, this process involves using some type of financial planning software, or proprietary spreadsheet format to analyze the gathered data.

Back Office Solutions will use the data you gather from your clients, take the client summary and goals, and develop reports or plans in your existing format. However, there may be options for creating plans more efficiently, as Back Office Solutions works with your process. There will also be "packaged" plans that have a determined output and format for less complex plans.

Back Office Solutions has encrypted, off-site, daily backup of its complete data files. We also protect our data with the use of firewall and virus protection software. Back Office Solutions is committed to staying abreast of the latest in technology to keep a virtual office running as efficiently as possible.