Back Office Solutions
Ceros offers efficient solutions to meet the demands of your practice. We provide you with aggregation, performance reporting and billing services which enable you to:
Ceros partners with industry-leading vendors, such as Orion Advisor Solutions, BridgePortfolio, and Black Diamond to provide our clients with the best in value-added services such as sophisticated performance reporting tools.
Ceros also partners with NFS, a Fidelity Investments® company, to provide our advisors with the phenomenal strength and global trading platform of a leader in correspondent clearing which can be fully customized to suit your specific requirements.
The Strength of National Financial:
With National Financial, you can tap the strength of Fidelity Investments, recognized as one of the world’s most respected financial services firms:
No matter what your practice requires for efficient, reliable and competitive operation, Ceros has the flexibility, relationships and available resources to work with you to ensure that your requirements are met.