TBS Back Office Solutions helps investment advisors establish and operate their own independent practice. We supply the infrastructure and services, you provide the investment advice and manage the client relationships.
We take care of your paperwork prefilling, sending, submissions, tracking, account maintenance, and money movement requests. Advisors with this service receive a dedicated Support Team member (that is backed by a team) that they can work 1:1 with. Other services included with BO Support are quarterly performance report
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