Partners


advisor_exchange

Advisor Exchange

Advisor Exchange & FamilyOfficeNetwork have partnered together to create an industry leading dynamic aggregation & document delivery service with Total Aggregation™.

Visit their site at www.advisorexchange.com


ak AK Advisory Partners LLC.

AK Advisory Partners is a consultancy to the financial services industry, providing advice and training to firms and individuals operating in the fee-based, investment management and wealth management areas.

Visit their site at www.akadvisorypartners.com

all_backoffice

AllBackOffice Consulting

AllBackoffice Consulting LLC caters to independent investment advisors providing portfolio accounting and reporting outsource for PortfolioCenter as a core offering with operations and technology consulting and software support as added value services.

                                      Visit their site at www.all-backoffice.com
boa_logo

Back Office Advisor

Back Office Advisor is a turn key consulting firm developed to assist advisors in taking their business to the next level. They provide services in all key areas of running and building a financial advisory or wealth management firm.

Visit their site at www.backofficeadvisor.com

BAA new logo

 ByAllAccounts

Founded in 1999, ByAllAccounts (Woburn, MA) delivers reconciliation-ready data to investment management and advisory firms. Using innovative technology, ByAllAccounts provides unparalleled access to reliable, accurate financial account data from thousands of custodians and enable efficient and timely account reconciliation, performance analysis and consolidated reporting. Helping customers build stronger, more profitable relationships by providing timely, personalized levels of service and better advice based on a more complete understanding of their clients' assets.

Visit their site at www.byallaccounts.com


financial_dna Financial DNA

Financial DNA Resources is a leading international financial consulting firm that provides proprietary human behavioral solutions to transform the financial planning process into an inside-out experience. Their belief is that smart behavior leads to the right choices.

With their "understanding people before numbers" approach they help you more confidently make the right life, financial and investment choices based on knowing your unique Financial DNA personality profile.

Visit their site at www.financialdna.com

greggsmall Gregg Financial Network
Gregg Financial Network, LLC is one of the Nation's fastest growing Financial Services companies comprised of Independent and Objective Member Firms throughout the USA who leverage the collective strength, experience, skills, knowledge and collaboration to best serve our clients.

Visit their site at www.greggfinancialnetwork.com

schedule_online MailBanc

MailBanc, a division of MarketCounsel, provides a robust, yet easy to manage, suite of enterprise-class messaging solutions designed and scaled specifically for small financial institutions. Our suite of hosted, secure technology tools filter, capture, retain and monitor electronic messages to comply with your firm’s regulatory obligations. As a division of MarketCounsel, the nation’s leading business and regulatory compliance consulting firm, MailBanc has had the luxury of utilizing MarketCounsel’s expertise in regulatory compliance to ensure that all MailBanc solutions remain compliant with SEC and FINRA regulations.

Visit their site at www.mailbanc.com
schedule_online MarketCounsel

FamilyOfficeNetwork is proud to be a member of the MarketCounsel's Trusted Partner Program.

MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors.  Its comprehensive service offering delivers sound, yet business-savvy, regulatory compliance solutions.  The firm pairs best-of-class compliance professionals with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of its clients.  From the startup of an investment advisor through its RIA Incubator program to the outsourced compliance department capabilities of the RIA Institute, MarketCounsel's service platform consistently delivers on the promise of extraordinary service and trusted counsel.

Visit their site at www.marketcounsel.com
schedule_online ScheduleOnline

ScheduleOnline serves as FamilyOfficeNetwork's Application Service Provider and does all of the programming for the system. Also located in San Diego, FamilyOfficeNetwork and ScheduleOnline work very closely together.

Visit their site at www.scheduleonline.com
Trumpet_Logo Trumpet Inc.

FamilyOfficeNetwork LLC, and Trumpet Inc. have partnered together to provide further improved functionality between Trumpet’s Assemblage™ software suite and FamilyOfficeNetwork’s Document Management features.

Visit their site at www.trumpetinc.com