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
TESTIMONIALS
Article Date: 2006-12-20 | Author: Pat Dranchak |
Pat Dranchak of Pinnacle Financial Advisors FON Success Story
by Pat Dranchak
Pat Dranchak of Pinnacle Financial Advisors in Marlton, NJ has been a user of FamilyOfficeNetwork since 2003. With over 70 clients in the system, Pat and the clients of Pinnacle see FamilyOfficeNetwork...Read more
Dan Dubina Success Story
Our Success Story this month comes from an accountant in San Diego, CA who uses FamilyOfficeNetwork with several dozen clients transferring accounting software files back...Read more
Wheeler / Frost Associates Success Story
by Wheeler/Frost
Do you want to save $1,000 to $3,000 per month in administrative costs. That is what Wheeler/Frost Associates, Inc. estimates it saves each month by providing performance reporting to its clients...Read more
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