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
OTHER FEATURES
Co-Branding - FamilyOfficeNetwork® supports you as your client’s trusted advisor.At no additional cost, every fully licensed advisor’s site is co-branded to reflect their unique branding.Your logo, your color scheme, and your unique name for our services are accessed through your website.Clients never know the service is being outsourced.Don’t have a website?That’s okay; your clients can enter through FamilyOfficeNetwork® and still see your branded site.
Security – FamilyOfficeNetwork® uses state of the art security. It is not the industry standard of 128-bit encryption that is found on most secure sites, rather it is 256-bit encryption.(For those that want to do the math, that is 256 times 256 vs. 128 times 128.)Our independent application service provider (ASP) provides 7/24 security and triple geographically dispersed redundancy.
Training – FamilyOfficeNetwork® is easy to learn.Anyone can be a user in less than an hour.There is little time lost in your office implementing some new system that no-one understands.Our experts are always ready to help train a new employee or assist with a problem.Your office staff will gain productivity the very first month you are licensed.Imagine having your office manager tell you she has just saved ten hours a month in processing time or reduced paper and mailing costs by hundreds of dollars every month. Tasking – Most firms have some means of tracking tasks with-in their offices.Many CRM systems now have tasking as a feature.But what happens when you need to get something done by someone outside your office – the client or another advisor?Voice mail and emails require constant follow-up.FamilyOfficeNetwork® has taken the hassle out of follow-up.Our unique tasking tool allows you to task any other advisor or the client and then set up automatic reminders daily, weekly, monthly, annually.When the task is completed, the advisor or client marks it as done and FamilyOfficeNetwork® notifies you.Of course, if the task involves documents, they can be quickly and securely posted to FamilyOfficeNetwork®.
More Features - There are many other features that FamilyOfficeNetwork® can provide you with. Contact us today to see what FamilyOfficeNetwork® can do for you.
