About Us

OneBoss is not only software, its service!  Our Ontario based IT team is made up of highly trained specialists who will guide you through the initial setup, data transition and training period.  The software is updated regularly to comply with FundServ ESG Standards and to meet our client’s service requirements.

Tech support and general good advice is available with just a phone call or email.

OneBoss user testimonials

” One of the more favourable attributes of OneBoss is that from the moment it went ‘live’, its creators listened to how it worked for advisors and continued to refine the processes so that as a tool its kept sharp, smooth and easy to use.  “

Rudi Mulder CFP

“I would say that One Boss is extremely user friendly, innovative and overall fantastic.  It helps the new and experienced advisor easily navigate all the proper documents required for opening up and managing client accounts.”

Dawna Reid   BA, CFP

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