Manage pension, investments, real estate and corporate structures in one platform. Automate your advisory process from analysis to follow-up.
Your office runs more efficiently from day one. No additional admin.
Automate your advisory processes with smart workflows. Generate proposals, documentation and follow-up in a few clicks and scale your services without additional administration.
Investments, pension, real estate and corporate structures: 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 additional administrative burden.
Pension, investments, succession and complex structures: simulate, optimise and advise across all domains in one engine.
Bring complex files into clear focus, generate structured advisory output and collaborate with your client in one central environment.
Whether you manage 50 or 500 client files: myFaro centralises your complete advisory work around wealth building, management and transfer.
Stop paying for tools that don't work together. myFaro brings pension, investments, reporting, compliance and workflows together in one environment.
"myFaro enables a holistic approach where you continuously track the evolution of wealth and can steer better than ever. Conveying that idea to the client brings them peace of mind."
"The work we do around succession planning and investment portfolios has expanded since we started using MyFaro. Through clear inventory and real-time insights, people have more confidence."
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Schedule a short call and discover how myFaro transforms your office. No strings attached.