About B-Ready Outsourcing

B-Ready Outsourcing was founded in 1998 to provide investment data management and performance reporting services to the professional investment advisor community. We provide our clients with a PortfolioCenter outsourcing program customized to fit their specific needs and reporting requirements. This back-office service includes, but is not limited to: daily download of interface data, translation, scrubbing and posting of data, reconciliation, client reporting, and best practices consulting.

In May of 2008 B-Ready was acquired by Open Finance Network. B-Ready will continue to operate with the same commitment to service as we have in the past and the entire team will stay intact. However, we now have access to advisor solutions technology and development resources that will make us a deeper and stronger organization to better serve our current and future client base.

The Open Finance Network is a leading provider of front and back office technology and service solutions for family offices and fee-only advisors. OFN’s end-to-end solutions empower trusted advisors to fulfill and amplify their vision by eliminating the administrative and financial friction involved in delivering best of class approaches across their business, wealth and portfolio management processes. OFN is based in Charlotte, N.C., one of the nation’s leading financial technology and services centers. The company has a full-time staff of approximately 100 people and has over $14 billion in assets under administration.
Visit The OFN Website

Linda Bready (CEO/Founder)

Linda has been in the financial services industry for over 15 years. She founded B-Ready Outsourcing in 1998. Prior to starting her own company, Linda worked with The Lyons Companies, a small investment advisory firm in Waltham, MA, where she served as Director of Client Investments. Before that, Linda worked with Peerman-Davis, a small investment advisory firm in Nashville, TN, where she served as Director of Investment Data Management and Reporting, and managed the firm’s initial implementation of PortfolioCenter.

Dorothy Parkinson (Director-Advisor Data)

Dorothy has been in the financial services industry for over three years.  Dorothy started with B-Ready Outsourcing in February 2001.  Prior to joining B-Ready Outsourcing, Dorothy worked as a Manager for the Museum of Man and the Sea in Panama City Beach, Florida.  Dorothy also has significant experience in commercial and resort real estate, and over 7 years teaching experience.  Dorothy has a B.S. in Education from Northwestern University