Back Office Connection

Back Office Connection, based in Kirkland, WA, provides specialized back office outsourcing services to Registered Investment Advisory (RIA) firms across the United States. The company functions as a "partner-employee," stepping into a firm's existing operations or standing up an entire operational structure from scratch. Every engagement starts with a joint, detailed service plan rather than a fixed package, so clients only pay for what they actually need. The company's services fall into three areas. Operations Services covers the technical and administrative infrastructure that keeps an advisory firm running: platform management, database centralization, advisor support, compliance administration, reconciliation and remediation, and ongoing setup and maintenance. The focus is on centralizing information so that advisors have what they need to make good decisions without wading through disconnected systems or manual workarounds. Client Service is the second pillar. Back Office Connection can fill part or all of the Client Service Representative role, working directly with clients or operating entirely behind the scenes depending on a firm's culture. This includes advisor custodial support and the administrative work that typically consumes advisor time, giving those advisors more room to focus on client relationships. The back office BPO model here is built around fitting into the firm's existing approach, not imposing a new one. Consulting Services supports firms going through change. Whether an RIA is launching new initiatives, migrating platforms and data, refining existing processes, planning resources, or navigating a merger or acquisition, the team builds a framework for implementing those changes in a way that aligns with the firm's vision and culture. What distinguishes this back office outsourcing provider is the engagement model itself. No cookie-cutter contracts. Services are scoped through a collaborative planning process that accounts for a firm's specific technology, pain points, and growth path, with terms that define how the relationship scales over time. Coverage extends to all U. S. Time zones, so firms on either coast receive consistent support. If your RIA firm needs a back office partner that fits into your operations rather than the other way around, Back Office Connection is a practical starting point. Reach out through their website to discuss what a custom service plan might look like for your firm.