Software for better financial advice.
We offer an integrated and user-friendly one stop platform which enables financial advisors to become more efficient, improve client satisfaction and raise client interaction. We bring back fun in financial advice.
- Compatible with every CRM system
- For the professional advisor
- One-stop solution
Onze oplossing
The solution we
provide.
myFaro offers a one platform for all your life insurance, investments, and financial advice.
myFaro offers your clients an interactive and digital experience.
Focus on your commercial success. Stay compliant with minimal effort and according to the highest standards.
We take the burden off your shoulders by seamlessly integrating your data from various sources.⬤
Missie
The platform for better financial advice.
myFaro strengthens financial advisors in their growth towards more customer-oriented and scalable financial advice. We provide an integrated & user-friendly one-stop platform that helps financial advisors to work more efficiently, increase customer satisfaction and strengthen customer interaction, while putting the fun back into financial advice.
One-stop solution
The power of myFaro Your edge in financial advice.
Overview
Finding a holistic tool for life insurance and investment solutions is a challenge.
The basis for your insights
myFaro calculates the return and risk of your investment portfolio, both consolidated and per portfolio. Simple and clear for you and your customers.
The foundation for your advice
myFaro provides detailed cash flow analysis for maintaining living standards in retirement, disability and death. In addition, the tool calculates the tax burden on death and who will inherit what portion.
Optimise your office management
With myFaro, you effortlessly maintain an overview and insight via your dashboard and filter options. Moreover, you can initiate direct commercial actions thanks to our integration with Mailchimp.
User-friendly
myFaro is customer-oriented and interactive. We bring back fun!
Together with your customer, you define their personal objectives and easily work out an action plan.
Increase your productivity
myFaro turns your processes into efficient flows. This way, you sell according to the rules of the art and realise more business.
We relieve you of the burden of updating your data from various sources.
Klanten
Success stories
Our clients.
“myFaro allows a comprehensive approach where you have a continuous view of the evolution of assets and can make adjustments better than ever. Conveying that idea to clients brings them peace of mind.
The
business we do in succession planning and investment portfolios has expanded since we started working with myFaro. With clear inventory and the real-time insight, people have more confidence.”
Lieven van den Meersche
Cring
Overtuigd?
Start easily At myFaro we believe in your success.
Step 1
Onboarding
– One-time investment
– Set-up, initialisation & branding
– Training
–
Data integration
Onboarding
Step 2
License
Choose the formula tailored to your office
– Your pay only after onboarding
– 1 licence for your entire office
– No file limit in the first year
License
Stap 3
Add on’s
– Tailor-made training
– Services
– Add-ons
Add on’s
Options
Formula
tailored to your office.
Essential
- 200 files included
- Additional costs per additional file
- Including services
- Compliance
- Tax optimisation
- Financial analyses: retirement, disability and death
- Succession planning
- Life planning
Professional
- 200 files included
- Additional costs per additional file
- Including services
- Compliance
- Tax optimisation
- Financial analyses: retirement, disability and death
- Succession planning
- Life planning
