Discover how myFaro creates value for your role within the ecosystem.
Stop paying for tools that don't work together. myFaro brings pensions, investments, reporting, compliance and workflows together in one environment.
Your firm runs more efficiently from day one. Without extra administration.
Automate your advisory processes with smart workflows. Generate proposals, documentation and follow-up in a few clicks and scale your service without extra administration.
Investments, pensions, real estate and companies: all client data in one overview. Detect more opportunities and give more targeted advice.
Compliance is built into your workflows. Thanks to structured processes and automatic documentation, you meet regulatory requirements without extra administrative burden.
Pensions, investments, estate planning and complex structures: simulate, optimise and advise across all domains in one engine.
Map complex files clearly, generate structured advisory output and collaborate with your client in one central environment.
As a CRM-agnostic middle layer, myFaro connects advisors, systems and financial institutions in one uniform structure.
“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.”
CreafigAdvisory 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.”
Lieven van den MeerscheCringFind out in a short conversation how myFaro transforms your firm.