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.
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.
Unlimited Client User AccountsAdd as many of your clients as you want and control which of their other advisors interact with them.
View and manage all your clients on one screen. Search for clients based on any of the criteria in the system. Basic contact information is readily available and can be updated by you and your client at any time.
Creating all your clients’ user accounts with FON’s easy to use User Management system takes just a few minutes.
Comma Separated Value (.csv) files are commonplace in Address Books and Contact Relationship Management software. Simply export your client list to a .CSV file, browse for the file on your desktop and in minutes all your accounts are created.
Invite your clients and their other advisors to access your branded secure web-portal by signing in through your firm's website, using your customized welcome email. You select when you want your clients to be notified that their account is ready for them to use.
