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INTEGRATION RELATIONSHIPS

FamilyOfficeNetwork

FamilyOfficeNetwork specializes in providing online communication and organization tools for advisors and their clients.

Secure file sharing, total account aggregation, client password management, and secure communications are among the powerful tools included in FamilyOfficeNetwork’s web based client service portal. Other communication, collaboration, and coordination features are included to assist advisors in proactively working with their clients and their clients’ other advisors.

We "play well" with these other software programs . . .

 

 



DOCUMENT MANAGEMENT
INTEGRATIONS
Integration

ACCOUNT AGGREGATION
INTEGRATIONS
Integration







 


No Known Integrations with
Non-Member Companies

( also see member integrations )