AllBackoffice Consulting is financial technology, outsourced back office and consulting firm.

Consulting

Finance

Information Technology

Marketing

Professional Services

AllBackoffice Consulting

AllBackoffice Consulting's headquarters in Edenton, NC, United States

Julien Mordecai

Amber Perdue

Chris Manker

Claire Phillips

Calvin Elliott

Xandra Pendergrass

The Advisor Solutions Team at AllBackoffice Consulting specializes in providing tailored financial technology solutions and support for advisory firms. They focus on enhancing operational efficiency, integrating innovative tools, and delivering exceptional client service to help advisors maximize their potential and streamline their back-office processes. This team collaborates closely with clients to understand their unique needs and ensure seamless implementation of technology solutions that drive growth and improve client engagement.

Advisor Solutions Team

The Account Management team at AllBackoffice Consulting is responsible for cultivating and maintaining strong client relationships, ensuring seamless onboarding processes, and delivering exceptional support throughout the client lifecycle. They work collaboratively to manage client accounts, address inquiries, and provide tailored solutions that align with clients' financial technology needs, ultimately enhancing customer satisfaction and retention.

AllBackoffice Consulting

Org chart

Board & advisors

Teams

Advisor Solutions Team

Account Management

Offices

AllBackoffice Consulting

Org chart

Board & advisors

Teams

Advisor Solutions Team

Account Management

Offices

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