OneBoss Back Office Software Solution

Your Back Office Software Solution

OneBoss is a web based solution for Mutual Fund, Exempt Market and Deposit Brokers in Canada. Our modular approach allows you to customize the software to your business model.

 CRM 2 Ready

 Data Entry Wizard

 Mobile Compatible

 Smart Charts

 Advanced Client Portal

 Portfolio Modeling

 Self Directed Plans

 Fee For Service Ready

 Tier 1 & 2 Compliance

 Commissions

 Automated Reconciliation

 

For more information on our products and services please contact: info@oneboss.ca