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
BOOKMARKS
What do you do with all those passwords for your favorite websites? Excel spread sheet, PDA, or a scrap of paper folded in your wallet? Looking for a secure, organized, and always ready alternative? FamilyOfficeNetwork’s® secure “Bookmarks” manages your business, personal, and any other important website passwords so you don’t have to. Bookmarks allow your clients to store their important user names and passwords to PIN protected sites on the web and share that information with you and other advisors.
Imagine quickly accessing your client’s 401k account or your bank account, brokerage accounts, or frequent flyer miles. From any computer anywhere in the world, you and your clients have immediate access to any password protected site through FamilyOfficeNetwork’s bookmarks.
