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
STRATEGIC ALLIANCES
TD Ameritrade is a brokerage company for online equity trading and investment storing. TD offers common and preferred stocks, ETFs, option trades, mutual funds, fixed income, margin lending, and cash management service. FamilyOfficeNetwork® enables Investment Management firms to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. FamilyOfficeNetwork® is listed on the VEO platform as an affinity service provider.
Shareholders Service Group provides service and technology that enable RIAs to focus on serving their clients. They offer full service asset custody and securities brokerage with discount pricing, brokerage technology designed for the needs of busy and successful independent RIAs, experienced and proven management team. FamilyOfficeNetwork® enables advisors of Shareholders Service Group to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. Scottrade is a privately owned discount retail and online brokerage firm offering a full line of investment products, online trading platforms and market research tools to help investors take control of their financial future. FamilyOfficeNetwork® enables Investment Management firms to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. FamilyOfficeNetwork® is a preferred advisor-client portal vendor to advisors working with Scottrade.
Garrett Planning Network, Inc. is an international network of independent financial advisors and planners who offer hourly, as-needed financial planning and advice to anyone regardless of income or net worth. Garrett advisors help their clients with one-time, periodic or ongoing financial or investment advice, financial checkups, and step-by-step financial planning. FamilyOfficeNetwork® enables members of the Garrett Planning Network to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. FamilyOfficeNetwork® is a preferred advisor-client portal vendor to members of the Garrett Planning Network.
Charles Schwab is a large discount broker offering the same services as traditional brokerages but with lower commissions and fees than many other brokers. Schwab also offers a wide range of investment research, mutual funds, annuities, bond trading, and now checking and mortgages through its Charles Schwab Bank. FamilyOfficeNetwork® enables Investment Management firms to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault.FamilyOfficeNetwork® is a preferred advisor-client portal vendor to advisors working with Schwab Alliance.
Alliance of Cambridge Advisors Inc. is based on The Cambridge System™, in which Advisors have a revolutionary approach to financial planning. The advisors help individuals and families transform their lives through holistic or life-integrated financial planning emphasizing needs such as taxes and personal real estate, of real people. FamilyOfficeNetwork® is a preferred advisor-client portal vendor to Advisors of Alliance of Cambridge Advisors Inc. FamilyOfficeNetwork® enables members of the Alliance of Cambridge Advisors Inc. to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault.FamilyOfficeNetwork® is a preferred advisor-client portal vendor to the Alliance of Cambridge Advisors Inc.
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