Kabarec Financial Advisors, Ltd Selects BridgePortfolio to Cure Its Backoffice Blues

20 November 2008

BridgePortfolio®, a leading industry provider of flexible, customized private-labeled platforms and back office support for investment advisors, investment managers, broker-dealers, financial planners and trust companies, is pleased to announce that Kabarec Financial Advisors, Ltd. of Palatine, IL has selected BridgePortfolio as its outsourcing solution.

BridgePortfolio will provide Kabarec with the set-up and ongoing maintenance of its back office activities including a private label website, an account opening tool, daily reconciliation, billing and performance reporting.
David Edstrom, Chief Marketing Officer of BridgePortfolio, identifies the intent of new partnership to “eliminate the non-revenue generating tasks that take advisors’ time away from clients.” He notes, “Kabarec’s mission is to assist their clients in realizing their dreams by providing personal and customized advice. When advisors are faced with back office headaches, they are unable to deliver the most timely and personalized levels of service that they otherwise could be. Through Kabarec’s new relationship with BridgePortfolio, advisors will be able to increase productivity thereby improving customer relationships and providing more personal and customized financial advice to their clients.”

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