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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.