Outsourcing everything that’s non-essential to building client relationships is one way to alleviate some of the time constraints and pressures that financial advisors experience. Outsourcing to AllBackoffice can help advisors grow and compete.
Raleigh, N.C. (PRWEB) May 05, 2014
Long-time financial industry consultant Marty Morua has joined AllBackoffice Consulting, LLC, a managed operations provider to independent registered investment advisors. In his new role, Morua will assist with marketing and sales efforts by using social media and his personal connections to expand the audience for AllBackoffice and promote what they do for advisors. He will also facilitate introductions to gatekeepers in the independent advisor space, including productivity consultants, compliance and software companies and other support entities.
“When I began as Relationship Manager with TDAmeritrade in 1995, I fell in love with what advisors do for their clients,” said Morua. “In my thirteen years at TD, and since then, I’ve worked with hundreds of advisors. I understand the challenges that they have as entrepreneurs and financial advisors. Outsourcing everything that’s non-essential to building client relationships is one way to alleviate some of the time constraints and pressures that financial advisors experience. Outsourcing to AllBackoffice can help advisors grow and compete with bigger entities,” Morua said.
“We’re pleased to welcome Marty to the team,” said Julien Mordecai, Managing Partner, CEO, and Founder of AllBackoffice. “Morua brings a consultative sales approach and a lot of energy to everything he does. With his experience and connections in the financial services industry, we anticipate that we’ll be able to get our message out to more advisors who need our services,” Mordecai said.
“As I got to know AllBackoffice and the team, I saw that Julien and I shared a similar passion for independent advisors. We both want to eliminate their pain points. I knew I had to work with Julien and AllBackoffice,” Morua said. “AllBackoffice is a hidden gem. They’re doing great work for 70+ advisor firms, but more need to know about them. I’m on a mission to spread the word about this great solution,” added Morua.
AllBackoffice makes running a back office easy. Through a comprehensive array of operational services including portfolio accounting and administration, billing, performance reporting, held-away account aggregation, data integration, and client web reporting, AllBackoffice helps to ensure that advisors can focus on client service instead of operational challenges. With the traditional independent RIA as its model, AllBackoffice excels at providing outsourced managed technology along with a commitment to limit conflicts of interest. AllBackoffice is focused on helping advisors leverage tools and processes to run an efficient and scalable back office. For more information, please visit http://www.allbackoffice.com.