Frequently Asked Questions (FAQ's)

What is B-Ready Outsourcing's "value proposition"?
B-Ready Outsourcing’s value proposition is three-fold: First and foremost, B-Ready Outsourcing provides deep subject matter expertise regarding back-office processes involved in the sale and administration of financial products/services; Second, B-Ready Outsourcing provides stability in the provision of these support services, which eliminates the disruption financial advisors experience during personnel turnover; Lastly, B-Ready Outsourcing provides a scope of services such that a financial advisor can outsource and save money by reducing the number of full-time employees.

How does B-Ready Outsourcing charge for services?
B-Ready Outsourcing’s charges are based on a “professional services” model. We charge a monthly retainer negotiated between B-Ready and its advisor based on a combination of variables which influence the cost of support and workflow. Additionally, an hourly rate may apply for special projects and one-off exceptions. B-Ready is a price leader in the industry and committed to custom support of its clients.

How long has B-Ready Outsourcing been in business?
B-Ready Outsourcing has been providing back-office services to the professional financial advisor community since 1998.

How many financial advisors currently work with B-Ready Outsourcing?
B-Ready Outsourcing supports in excess of one hundred (100+) financial advisors.

Is there any geographic limitations in B-Ready Outsourcing’s ability to provide these services to a financial advisor in the United States?
No.  Because B-Ready Outsourcing operates on a virtual office model, we are able to deliver services to financial advisors anywhere in the U.S.  Currently, B-Ready Outsourcing provides back-office services to financial advisors in thirty-two (32) states.

Do you have general questions about PortfolioCenter™, the investment data management and performance reporting software owned by Charles Schwab & Co., Inc?
If "yes", then please Visit the Schwab Performance Technologies Website

or

Use our Contact Form to submit your inquiry directly to B-Ready