Any suggestions for back-office solutions firms?
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Mar 11, 2012 4:31 pm
I'm in the registration process to form RIA. I will have 3 IAR's to start. My biggest concern is being bogged down by paperwork and account/software integration. Any suggestions on back-office solutions? I'm talking to Focus Point, Equity Advisors, and Bridgefolio....
I have not finanlized a custodian yet.
Thanks