Asset Management Solutions

Description

BOSS has staff that are dedicated to converting your data whether the project is large or small. We have significant experience converting data into PortfolioCenter but will expand our scope if the demand is present. We currently offer full transactional conversions out of dbCAMS+, principiaCAMS, Portfolio 2001, Captools and E-Z Data. We also work on conversion projects that use nothing more than exports out of contact management systems, proprietary systems; like those used at financial institutions and broker dealers; and spreadsheets.

We recognize that each advisor’s office is different. Based on factors that have a direct bearing on your administrative requirements, we will propose fixed costs to meet your needs. In addition to establishing a known operational cost, you can operate your business from a unique perspective - the operational cost will increase only as fast as new clients are added and there will be an immediate decrease in operational cost upon the loss of any client.

Fact sheet

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