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myFaro integrates AssurMiFID support, transforming compliance from an administrative obligation into a sales tool — increasing both the efficiency and effectiveness of advisors.
Yes, myFaro delivers daily updated portfolio insights, so clients and advisors always have real-time access to the latest information.
With myFaro, all documents are managed in one place, exchanged digitally, and easily signed online — streamlining collaboration with accountants and other advisors.
myFaro offers powerful tax optimization tools that help clients make the most of available tax benefits and protection strategies to strengthen their financial position.