Attorneys, accountants, insurance agents, and financial advisors of all types need to share information with their client’s other advisors.  Historically, this process has been awkward at best.  Mailed copies, faxes, and unsecured emails have done little to facilitate the advisory team that clients expect to have. 

FamilyOfficeNetwork® provides a unique client sharing environment.  With just a few clicks a primary advisor can grant permission to another advisor to share their client and the documents they need for working together.  FamilyOfficeNetwork® will automatically notify the client’s other team members that a new advisor has been added to the team.  No longer will you be finding out six months later that your client has a new accountant.  With just a few more clicks the other advisors have shared their documents, as needed, with the new advisor. 

Only the Primary Advisor can share their clients with other advisors.  You don’t need to worry about whom else is going to be on your client team.  Each advisor owns their documents and shares documents only with those who need to know.  All documents are highly organized for easy access by the client and team members anytime worldwide.  Sharing may be with other licensed advisors, guest (free) advisors, and other parties with a need to have access to client information (a child of an elderly parent, a business partner, or an employee). Only FamilyOfficeNetwork® provides single login access for all advisors.  Only FamilyOfficeNetwork® provides Bookmarks, Notes, Tasking, and a highly organized filing system to make sure your client sharing experience brings value to your practice and your client relationships.  If you are ready to truly deliver on your promise to provide your clients with a team of trusted advisors, then FamilyOfficeNetwork® is your answer.