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Collaborate

Manage and Collaborate

Implement

Implement

Import all your clients in minutes

Creating all your clients’ user accounts with FON’s easy to use User Management system takes just a few minutes.

Create User Accounts using .CSV files

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.

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Welcome Your Clients

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.

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Manage

Unlimited Client User Accounts

Add as many of your clients as you want and control which of their other advisors interact with them.

Client Dashboard

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.

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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.