Back Office System Suppliers
Sometimes referred to as a Client Relationship Management or CRM system, a financial adviser’s Back Office System (BOS) can be run on your own hardware or run using the Internet. It is used to manage client data, produce client reports, perform financial analysis, link to product providers and sourcing systems etc, manage diaries, new business, compliance and commissions as well as generate and store correspondence and documents.
Here you can find contact details to the back office systems listed below (or on the left):