Who is myFaro for?

myFaro is the operating layer that connects advisors, firms and financial institutions, helping 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 again.

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 uniform structure. We centralise data, streamline processes and create one way of working across the entire ecosystem.

myFaro connects advisors, systems and financial institutions

What makes myFaro unique.

CRM-agnostic infrastructure

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

One central source of truth

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

Scale without friction

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

Not sure where you fit?

Book a short call and find out how myFaro can improve your situation.

Book a demo