The operating layer for independent advisors.

The operating layer for independent advisors. Manage pensions, investments, real estate and companies in 1 platform. Automate your advice from analysis to follow-up.

CRM-independent01 Full visibility on all assets and structures02 Automated advisory workflows at scale03
Opportunity detectedDeath cover
ComplianceKYC and risk profile up to date
myFaro
Assets Liabilities Income Expenses Protect
Wealth balance sheet at 31 Dec 2026
calculated on 24/03/2026 18:50
Investments€ 1.841.640
Life insurance€ 68.069
Real estate€ 3.009.457
Personal assets€ 125.000
Business assets€ 1.282.423
Net surplus (cum.)€ 208.194
28,2% 46,1% 19,6% Total assets € 6.534.786
Net worth€ 6.434.786
Total assets6.534.786
Total liabilities-100.000
Trusted by independent advisory firms
BDO Callant Omega Financial Advice Agifin Copper Creafig Drees Life Services B-sure Polares Cring
1 separate tools platform

One platform replaces five tools.

Stop paying for tools that don't work together. myFaro brings pensions, investments, reporting, compliance and workflows together in one environment.

Pension toolLicence 01
Investment toolLicence 02
Reporting toolLicence 03
Compliance in ExcelManual
Separate workflowsLicence 04
myFaroeverything in one environment Book a demo

The infrastructure for modern advisory firms.

Your firm runs more efficiently from day one. Without extra administration.

01Automated workflows→

Automate your advisory processes with smart workflows. Generate proposals, documentation and follow-up in a few clicks and scale your service without extra administration.

01Onboarding · Digital identification & client profile
02Risk scoring · AML/CFT & investor profile
03Advice · Compliant tailored proposal
04Signing · Digital document flow & CDD
05Audit trail · Full traceability
02Data integration→

Investments, pensions, real estate and companies: all client data in one overview. Detect more opportunities and give more targeted advice.

Investments€ 1.841.640
Real estate€ 3.009.457
Company€ 1.282.423
03Compliance→

Compliance is built into your workflows. Thanks to structured processes and automatic documentation, you meet regulatory requirements without extra administrative burden.

Client level · KYC, risk profile, PEP screeningFirm level · FSMA risk assessment, FiMiSTransaction level · CDD, source of wealth
04One engine for every advisory domain→

Pensions, investments, estate planning and complex structures: simulate, optimise and advise across all domains in one engine.

PensionStatutory, supplementary and individual pension
InvestmentsPortfolios, funds and investor profile
DisabilityLoss of income and existing cover
DeathSurvivors' needs and death cover
EstateInheritance tax and succession
Wealth transferGifts and planning across generations
05Reporting & collaboration→

Map complex files clearly, generate structured advisory output and collaborate with your client in one central environment.

Wealth reportShared with client
01OnboardingDigital identification & client profileDone
02Risk scoringAML/CFT profile & investor profileDone
03AdviceCompliant proposal tailored to the profileDone
04SigningDigital document flow & CDDDone
05Audit trailFull traceability for the regulatorDone
Investments€ 1.841.640
Pension€ 68.069
Real estate€ 3.009.457
Company€ 1.282.423
One client view€ 6.434.786
Client level
KYC, risk profile, PEP screening and ongoing monitoring
Firm level
Tailored FSMA risk assessment model, FiMiS reporting
Transaction level
CDD, source of wealth and risk scoring
Compliant by design, not by effort
PensionStatutory, supplementary and individual pension
InvestmentsPortfolios, funds and investor profile
DisabilityLoss of income and existing cover
DeathSurvivors' needs and death cover
EstateInheritance tax and succession
Wealth transferGifts and planning across generations
Wealth reportShared with client
ACAdvisor and client look at exactly the same data

From fragmentation to one connected ecosystem.

As a CRM-agnostic middle layer, myFaro connects advisors, systems and financial institutions in one uniform structure.

InsurersAG InsuranceAllianzBaloiseNNAthoraViviumVitis LifeLombard International
Banks & asset managersKBC SecuritiesPuilaetcoDegroof PetercamEdmond de Rothschild
Market & fund dataMorningstarInfrontDe Tijd
Company data & KYCCreditsafeCompanyweb
Governmentmypension.be
myFaro
CRM & softwareBrioBrokercloudYour own CRM
Open APIAny other system
Your clientShared client environment

Selected for the WealthTech100 2026.

100
most innovative WealthTech companies worldwide
1.300+
companies evaluated
myFaro is a WealthTech100 company 2026
“myFaro enables a holistic approach in which you continuously see how wealth evolves and can adjust better than ever. Conveying that to the client gives them peace of mind.”
CreafigCreafigAdvisory firm
“What we do in estate planning and investment portfolios has expanded since we started working with myFaro. Thanks to a clear inventory and real-time insight, people have more confidence.”
CringLieven van den MeerscheCring

Start advising more efficiently today.

Find out in a short conversation how myFaro transforms your firm.

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