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FamilyOfficeNetwork

Company Info

Company Name:
Data Last Updated:
  • November 23, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (866) 801-1553
Year Founded
  • 2001
Number of Employees:
  • 8

PORTAL Features

Advisor Branded Portal:
Content Held:
Dynamic Content:
Alerts:
Communication Management:
Reporting Functionality:

Other Pricing and Support

Pricing:
Trial:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

At first glance, FamilyOfficeNetwork® is an easy way to electronically share documents between you and your clients, when you dig deeper, you will quickly discover that it is so much more.

At first glance, FamilyOfficeNetwork® is an easy way to electronically share documents between you and your clients, when you dig deeper, you will quickly discover that it is so much more. Take one part file vault, one part collaborative tool, and mix in secure communication and you have the makings of FamilyOfficeNetwork.

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