AllBackoffice announces Partnership with Almond Branch Compliance Consulting for Compliance Services

By: AllBackoffice
 
RALEIGH, N.C. - Feb. 25, 2016 - PRLog -- Julien Mordecai, Managing Partner, CEO of AllBackoffice Consulting, LLC, today announced a marketing partnership with Almond Branch Compliance Consulting to provide compliance services to the RIA marketplace.

"We are very pleased to be working with Almond Branch on compliance services for the RIA Marketplace. Almond Branch provides the Advisor a suite of compliance services structured to meet the needs of any firm. This enables an RIA to implement cutting-edge resource solutions to enhance their compliance programs" Mordecai said.

Regulatory ignorance is not tolerated and federal and state regulatory agencies can be unforgiving to RIAs that consider compliance a secondary responsibility,” said Bryant Boston, Managing Member of Almond Branch.  “Our consulting team has more than 40 years of combined experience and understands the expectations and demands of regulatory agencies.  Meeting such demands is a large part of running a successful RIA.  Partnering with AllBackOffice provides a partner that works closely with the RIAs to provide valuable solutions for operational efficiency and usage of technology. Our partnership opens up another area of assistance for AllBackoffice to provide the marketplace.”

"Our ongoing due diligence and proprietary improvement process provides us with a strategy to help an advisor's practice stay laser focused on its goals while experiencing constant evolution," added Mordecai. "With the traditional independent RIA as our model for the business, AllBackoffice provides outsourced managed technology along with a commitment to limited conflict-of-interest consulting to help advisors leverage the best services, tools and processes."

About AllBackoffice
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, client web reporting, and operations and technology consulting. AllBackoffice helps to ensure that advisors can focus on client service instead of operational and technology 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/services/compliance-services.html

About Almond Branch Compliance Consulting

Almond Branch Compliance Consulting is a compliance consulting firm that provides compliance solutions and resources to registered investment advisers and hedge funds. ​ An effective compliance program is dynamic and should constantly evolve in response to changing regulatory requirements, business risks, new product offerings and new technology. As a result, compliance management can be a complex responsibility requiring valuable time that can be better spent on primary business activities. Whether it’s working with an established firm or registering a new firm, Almond Branch has the experience and aptitude to deliver practical solutions that simplify a firm’s compliance challenges.  Please visit our website www.almondbranchllc.com.

Contact
For more information please contact:
Jeff LaMay - Technology Advisor
jeffl@allbackoffice.com
919-278-7766
End
Source:AllBackoffice
Email:***@allbackoffice.com Email Verified
Tags:Investment Advisor, RIA, Wealth Management, Compliance
Industry:Financial
Location:Raleigh - North Carolina - United States
Subject:Partnerships
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