08.18.08 - Look for our representatives at the Boomer All Circles Meeting in Kansas City, August 23rd through the 25th..
06.19.08 - FamilyOfficeNetwork® is thrilled that Bob Veres, a highly regarded financial planning industry columnist, featured our client portal in his June edition of "Inside Information" Read More
05.22.08 - New features have been rolled out. Find out about them here.04.01.08 - FamilyOfficeNetwork® is now Safe Harbor certified More Info
TOTAL AGGREGATION
FamilyOfficeNetwork®’s Total Account Aggregation™ is one-stop access to all of your clients Financial Accounts, Trusts, Quarterly Reports, Credit Card Statements and Tax Returns. This ground-breaking feature provides a comprehensive view of all client account information in our easy-to-use Internet portal.
Total Aggregation™ is made possible as a result of an alliance between Advisor Exchange, LLC and FamilyOfficeNetwork®. Offering clients access to all current account details, Total Aggregation™ combines the unique web-based elements of Advisor Exchange, LLC and the file sharing, communication, and organizational tools of FamilyOfficeNetwork®. The result is up-to-date, one-stop access to virtually all client account information.
Integrating the two technology solutions creates an inclusive package that is unrivaled in cost, efficiency, ease of use, and compatibility with other programs currently used in your office.
