Global Practice Network

FOR IMMEDIATE RELEASE FamilyOfficeNetwork, L.L.C. Announces Alliance with TD Ameritrade Advisor Services March 21, 2006  San Diego, CA – FamilyOfficeNetwork, L.L.C., located in San Diego, California - specializing in web based advisor and client communication tools for financial professionals, recently announced its approved vendor status in Ameritrade Advisor Services’ Vendor Discount and Alliance Program. As a member of the Vendor Discount and Alliance Program, FamilyOfficeNetwork’s web based advisor communication platform will be offered to TD…

Advisor Exchange powers Total Account Aggregation™ from FamilyOfficeNetwork Glenview, IL – January 16, 2007 – FamilyOfficeNetwork today announced the integration of Advisor Exchange’s Dynamic Aggregator and FamilyOfficeNetwork’s Total Account Aggregation application. The partnership will offer FamilyOfficeNetwork’s users a fully integrated solution that is unrivaled in cost, efficiency, and ease of use. Advisor Exchange, LLC, is the first-class provider of account aggregation to independent advisors, and FamilyOfficeNetwork is an online portal that provides industry leading communication…

FamilyOfficeNetwork® Releases Single Sign-On For Total Aggregation™ San Diego, CA - FamilyOfficeNetwork announces the release of Single Sign-On for Total Aggregation™. The new feature allows users of Total Aggregation™ to log-in to FamilyOfficeNetwork and Advisors Exchange with a single username and password. Total Aggregation™ is an integration of the services offered by FamilyOfficeNetwork and Advisor Exchange.  Total Aggregation™ provides advisors and their clients with file sharing, communication, and organization.  It also enables advisors to more…

Trumpet, Inc. Announces Integration with FamilyOfficeNetwork® Phoenix, AZ, October 6, 2009 – Phoenix-based Trumpet, Inc., a leader in developing and integrating software products and services to benefit financial advisory firms, announced today the integration of Assemblage™, an innovative document assembly software application, with FamilyOfficeNetwork®’s web-based document sharing portal.  Assemblage provides a way to automatically and electronically customize, collate, file, print and/or upload performance reports compiled from a firm’s investment management software application, along with output…

FamilyOfficeNetwork expands Total Aggregation™ through Partnership with ByAllAccounts San Diego, CA –March 23rd 2010– FamilyOfficeNetwork®, an industry leading provider of advisor-client portals and collaboration tools, announced today that it has partnered with ByAllAccounts, the leader in financial account aggregation for professional use.  Advisory firms using ByAllAccounts’ solutions are able to retrieve, enrich and consolidate reconciliation-ready account data from any external custodian, and can now view all of their clients’ account data electronically through FamilyOfficeNetwork’s secure…