Collaborate

Share Access to Client Accounts Between Advisors

At FamilyOfficeNetwork, we believe in collaboration. FON allows you to work with your clients’ other designated advisors to easily and securely share information and documents.

Unlimited Guest Advisor Accounts

Every Standard and Premium License comes with an unlimited number of Guest Advisor Accounts, so that you can share client information with their other advisors.

Store

doc_store5GB of Storage with Every Account.

Whether you have 1 client or a 1000, 5GB of storage is standard with every account. This way your clients can store data with your firm longterm and you don’t need to worry about running out of space.  You get it all at a great price.

Customized with a simple click of a button.

Create customized file folders, or select from pre-populated lists for each of your clients. FamilyOfficeNetwork lets you and your clients upload any document, PDFs, .DOCX. and Excel files into a neatly organized system quickly and easily.