News & Updates
2009 - Holiday Schedule
November:
Veterans Day – office is open (stock market open/bond market closed)
Thanksgiving
- Close at noon on Wednesday 11/25
- Closed on Thanksgiving 11/26
- Office closed the day after Friday 11/27** (market closes early)
** While the office is officially closed on Friday, we have a listing of everyone who has said that they need to have their data and will have it ready for you.
December:
Close at noon on Thursday 12/24
Closed Christmas 12/25 – reopen Monday 12/28
Close at noon on Thursday 12/31
January 2010:
Closed January 1 (New Year's)
06/04/2009
Outsourcing: A Q & A forum
If you missed our webinar, please click here: http://vimeo.com/4986375 for a recorded broadcast.
Thanks to everyone who attended and to ByAllAccounts for putting it together for us!
Market holidays for 2009
New Year's Day 01/01/2009
Martin Luther King Jr 01/19/2009
President's Day 02/16/2009
Good Friday 04/10/2009
Memorial Day 05/25/2009
Independence Day 07/03/2009 (observed)
Labor Day 09/07/2009
Thanksgiving Day 11/26/2009
Christmas Day 12/25/2009
05/07/2008 - Howard (Howdy) Dapper joins the B-Ready team
Please join us in welcoming Howard (Howdy) Dapper to the B-Ready team. Howdy's joined us after 8 years with Schwab Performance Technologies as a senior level technical support specialist. He's a great addition to our staff and we look forward to you all getting to know him and profiting from his expertise.
05/06/2008 - We are excited to announce that B-Ready is being acquired by Open Finance Network.
We are excited to announce that B-Ready is being 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
01/11/2008 - The 2008 Technology Tools for Today Conference
Linda Bready of B-Ready Outsourcing Solutions will be moderating the panel on Web -Based Client Portals and Reporting on Friday, January 11th at The 2008 Technology Tools for Today Conference.
Conference Description: The 2008 Technology Tools for Today Conference 2008, focused on meeting the technology needs of independent financial advisors.
Where: Gaylord Palms Resort & Convention Center
When: January 10-12, 2008
Registration Information: Visit VirtualOfficeNews.com
12/15/2007 - New B-Ready Website
We have launched our new company website. Please feel free to post your comments and/or suggestions on the new site using our secure contact form.
12/07/2007 - End of Year Reminder
Please don't forget to forward your registration/license numbers to our office as you renew your software. If expiration date is December 31, 2007, we need the new numbers before that date or we will be unable to process your files on January 2nd. As always, let us know if you have any questions.
|
