BOSS
Since 1996, BOSS has provided outsourced services to independent financial advisors. Using BOSS services, advisors can outsource operation of portfolio management system tools, obtain expert data reconciliation and reduce time spent on data processing, billing and reporting.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Leverage Veo client data in BOSS supported portfolio management systems
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