Back Office

Leverage our scale and know-how so you can focus on the activities where you can have the greatest impact. As part of our Level Two Operations Services, Pinnacle offers comprehensive and state-of-the-art back office operational services to our Strategic Partners. By eliminating the headache of back office operations you will gain valuable time to spend with clients and on new business development.

Each of our Strategic Partners employing our Level Two Operations Services is assigned a dedicated member of our Client Relationship Group (CRG) who is responsible for assuming many of the day to day activities necessary to service clients. CRG handles the work associated with account set-up and administration, cashiering, billing, reporting and many other activities.

Pinnacle offers a state of the art technology platform which includes financial planning software, investment management and rebalancing software, document storage and CRM. Our technology platform is available from anywhere at any time. So you are free to work from the office, from home, from a client’s location or while on vacation.  Your client information is secure, available and protected against business interruption.  You will no longer need to play the role of IT manager.  Leave that to us!

Compliance is a critical piece of an advisory firm’s business. We are pleased to work with leading compliance consultant AdvisorAssist to provide compliance support to our Strategic Partners. AdvisorAssist is known throughout the industry for its excellent client service and unique technology platform.