Who is myFaro for?

myFaro is the operating layer that connects advisors, firms and financial institutions and helps them advise better, grow faster and strengthen their distribution.

From fragmentation to one integrated ecosystem

The financial sector is fragmented. Advisors work with different CRM systems, tools and data sources. Insurers and banks build integrations with individual firms, over and over.

The result? Complexity, inefficiency and missed opportunities.

myFaro breaks this model.

As a CRM-agnostic middle layer and ERP infrastructure, myFaro connects advisors, systems and financial institutions in one unified structure. We centralise data, streamline processes and create one way of working across the entire ecosystem.

  • One solution
  • Less friction
  • More scale
myFaro ecosystem: advisors, insurers, banks and data providers connected via myFaro

Choose your situation

Discover how myFaro creates value for your role within the ecosystem.

Financial advisors

Become the central point of contact for your client's entire wealth and detect more opportunities within your existing portfolio.

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Firms and buy-and-build groups

Scale your organisation with dashboards, insights and control over profitability and performance.

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Insurers and banks

Accelerate your distribution through one integration and reach multiple advisors without added complexity.

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What makes myFaro unique

CRM-agnostic infrastructure

myFaro works on top of existing CRM systems and connects data without replacing them.

One single source of truth

All wealth data, processes and insights are brought together in one unified structure.

Scale without friction

Whether you are an advisor, firm or financial institution, myFaro lets you grow without complexity.

Not sure where you fit?

Schedule a short call and discover how myFaro can improve your situation.

Book your free call