| Charles Schwab |
Garrett Planning Network | Shareholders Service Group |
| TD Ameritrade | Alliance of Cambridge Advisors | |
| Scottrade | The Heritage Institute |
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Charles Schwab |
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Charles Schwab is a discount broker offering the same services as traditional brokerages but with lower commissions and fees. Schwab also offers a wide range of investment research, mutual funds, annuities, bond trading, and checking and mortgages through Charles Schwab Bank. As a preferred advisor-client portal vendor, FamilyOfficeNetwork enables investment management firms to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. Visit their site at www.schwab.com |
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TD Ameritrade |
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TD Ameritrade is a brokerage company for online equity trading and investment storing. TD offers common and preferred stocks, ETFs, option trades, mutual funds, fixed income, margin lending, and cash management service. FON enables Investment Management firms to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. FamilyOfficeNetwork is listed on the VEO platform as an affinity Service Provider. Visit their site at www.tdameritrade.com |
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Scottrade Advisor Services |
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Scottrade is a privately owned discount retail and online brokerage firm offering a full line of investment products, online trading platforms and market research tools to help investors take control of their financial future. FamilyOfficeNetwork enables Investment Management firms to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. FamilyOfficeNetwork is a preferred advisor-client portal vendor to advisors working with Scottrade. Visit Scottrade’s Advisor Services website at https://advisor.scottrade.com |
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Garrett Planning Network |
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Garrett Planning Network, Inc. is an international network of independent financial advisors and planners who offer hourly, as-needed financial planning and advice to anyone regardless of income or net worth. Garrett advisors help their clients with one-time, periodic or ongoing financial or investment advice, financial checkups, and step-by-step financial planning. FamilyOfficeNetwork® enables members of the Garrett Planning Network to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. FamilyOfficeNetwork® is a preferred advisor-client portal vendor to members of the Garrett Planning Network. Visit their site at www.garretplanningnetwork.com |
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Alliance of Cambridge Advisors |
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Alliance of Cambridge Advisors Inc. is based on The Cambridge System™, in which Advisors have a revolutionary approach to financial planning. The advisors help individuals and families transform their lives through holistic or life-integrated financial planning emphasizing needs such as taxes and personal real estate, of real people. FamilyOfficeNetwork is a preferred advisor-client portal vendor to Advisors of Alliance of Cambridge Advisors Inc. FamilyOfficeNetwork enables members of the Alliance of Cambridge Advisors Inc. to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. FamilyOfficeNetwork is a preferred advisor-client portal vendor to the Alliance of Cambridge Advisors Inc. Visit their site at www.acaplanners.org |
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The Heritage Institute |
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The Heritage Process’s purpose is to be a bridge between traditional planning (which talks a lot about money, but not much about people) and the united, healthy family that most people would like to leave as their most significant legacy. Visit their site at www.theheritageinstitute.com |
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Shareholders Service Group |
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Shareholder’s Service Group provides service and technology that enable RIAs to focus on serving their clients. They offer full service asset custody and securities brokerage with discount pricing, brokerage technology designed for the needs of busy and successful independent RIAs, experienced and proven management team. FamilyOfficeNetwork® enables advisors of Shareholder’s Service Group to post quarterly reports, financial statements and any other vital document to their clients through a well organized virtual vault. Visit their site at www.shareholdersgroup.com |