At Commonwealth Cash Management, we realize that third-party advisors may have too few resources or lack the infrastructure to consistently meet customer expectations. We can help in this regard by assuming responsibility for your outsourced back office and special project needs.
Back Office Outsourcing
Using our cash management, wealth management and data aggregation technology, you can operate your financial back office without the burden of full-time staff or the capital outlays required to run your emerging practice. Get access to the same decision-making tools and data that we use by making CCM a featured part of your value proposition, and watch your practice grow.
Special Project Outsourcing
We realize you may have customers or projects that require extra staff so that you can focus on resolving a particular issue. We also recognize that time is usually as precious as other resources. Let our staff assist you in completing your special project by diagnosing what needs to be done and determining a timeline.
Before taking on any project, we will quote a flat fee or hourly rate for the job. Our goal is to help you deliver on time, every time. For more information, please contact Robin Feeney at 978-599-1040 or robin.feeney@commonwealthcm.com.