Centerpiece Back Office Financial Support Services  

 

 

 

 

 

 

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Financial Support Services, LLC
is a PortfolioCenter/CenterPiece Service Bureau® and professional out-sourcing service which provides alternatives for financial, accounting and legal professionals who prefer to devote less time and expense to maintaining data and managing a back-office staff. FSS services are specifically designed to streamline operational activities and provide information quickly and efficiently.

FSS is located 35 miles northwest of Austin, Texas, and was established in 1996 by Vicki Wood, CFP®. Vicki is the owner and President of Financial Support Services, LLC. She is a graduate of Louisiana State University, with a degree in Business Administration. She received her Certified Financial Planner designation in 1988 and has over 25 years experience in the financial services area.

Financial Support Services, LLC provides a comprehensive range of financial reporting and back-office services, such as PortfolioCenter and CenterPiece web based and remote access database management services, performance reporting and client billing.

OUR CORE VALUES

  • PROFESSIONALISM: Our management team has professional credentials or certifications, which is required to ensure all information we provide is accurate.
  • INTEGRITY: We conduct our business in a professional manner worthy of trust.
  • EXCELLENCE: We strive to provide the highest level of services to our clients.
  • SECURITY: We undergo a background check and fingerprinting. We are bonded and insured.
OUR MISSION STATEMENT
Financial Support Services, LLC strives to provide quality services at an affordable price.

 

 
 
Copyright 2005-2011, All Rights Reserved. Financial Support Services, LLC

Financial Advisors Back Office Out Sourcing | Portfolio Center Back Office Services | Portfolio Center Outsourcing Centerpiece Back Office
Centerpiece Out Sourcing | Financial Back Office Support | Centerpiece Backoffice Support | Back Office Support

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