Document Management
Project
Permanent, Smart Storage.
Face it, hard copies of files are vulnerable to the elements. Whether it’s fire, flood, or age, you should also have electronic copies of your documents. FON’s Document Management system is a great way to safeguard vital documents and information for you and your clients.
Safe & Secure
Files are stored in SAS 70 compliant state-of-the-art storage facilities. Backups are performed nightly to 3 different locations on 2 continents. Rest assured that you can access your documents anytime, anyplace, worldwide.
To learn more about the security of FamilyOfficeNetwork’s Document Management feature, please visit our Securitypage.
Instant Worldwide Access
Imagine never having to print and mail a document again. When you or your client upload a file, it is instantly available to both of you. Additionally, you can easily share files, at your discretion, with your client's other advisors by using our Guest Advisor Account.
Virtual Conferencing
Files uploaded to FamilyOfficeNetwork, are instantly available to both clients and their advisors making virtual conferencing a simple process.
Store
5GB 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.
