Total Aggregation
FamilyOfficeNetwork® is the home of Total Account Aggregation™, one-stop access to your clients Financial Accounts, Trusts, Quarterly Reports, Credit Card Statements, and Tax Returns. This ground-breaking feature provides a comprehensive view of all client account information in our easy-to-use Internet portal.
Total Aggregation™ is made possible as a result of FamilyOfficeNetwork® building single sign-on partnerships with industry leading Account Aggregation providers. Offering your firm or your clients’ access to all current account details, Total Aggregation™ combines the unique web-based elements of dynamic Account Aggregation and the file sharing, communication, and organizational tools of FamilyOfficeNetwork®. The result is up-to-date, one-stop access to virtually all client account information.
While our account aggregation partners and FamilyOfficeNetwork®’s collaborative solutions function independently, integrating the two technology solutions creates an inclusive package that is unrivaled in cost, efficiency, ease of use, and compatibility with other programs currently used in your office.
