One central solution for your entire advisory practice.

Work independently of your CRM and manage pensions, investments, compliance and reporting in one integrated environment.

Works with your existing CRM, or without one One complete wealth overview across all domains From onboarding to advice and follow-up in one flow
myFaro
Wealth balance sheet in myFaro

Not a CRM. The structure behind your advice.

myFaro is CRM-independent and forms the central operational layer on top of your existing systems.

Many solutions on the market start from a CRM. They add functionality, but remain limited to what is possible within that CRM.

Whether you work with a sector-specific CRM, a marketing-driven CRM or your own internal structure, myFaro fits the way you work, not the other way round.

Instead of replacing your CRM, myFaro makes data usable in your advisory process, structures workflows, runs compliance automatically and builds coherent reporting.

Your CRM stays strong at what it does best. myFaro makes your advisory practice actually work.

CRM-independent Works with your existing setup Builds on how you work today
myFaro connects CRM systems, insurers, banks and external data sources

Sound familiar?

Many financial advisors lose time and margin in the same places today.

01Client data is spread across different systems
02Following up files takes too much time
03Compliance requires manual follow-up and Excel
04Client reporting takes too much work
05Your CRM doesn't fully support your advisory process

myFaro was built to remove exactly that friction.

Everything you need for financial advice. In one engine.

From data to advice and compliance. Fully integrated.

Data & integration

Bring portfolio data, documents and external data sources together in one up-to-date environment.

Workflows & automation

Automate your advisory processes from onboarding to follow-up, without missing a step.

Compliance & FIMIS

Build compliance, monitoring and FIMIS reporting directly into your operations.

Reporting

Give clients a clear, consolidated overview of all relevant wealth components.

Financial planning

Support advice on pensions, investments, estate planning and wealth building from one central flow.

Marketing & follow-up

Turn insights from your portfolio into concrete client actions and commercial opportunities.

Compliant by design, not by effort.

One integrated compliance architecture covering client, firm and transaction, with the FSMA risk assessment model digitised to your needs.

Client level

KYC, risk profile, PEP screening and ongoing monitoring, kept up to date automatically per client.

Firm level

Tailored FSMA risk assessment model, FiMiS reporting, policies and internal control.

Transaction level

CDD, source of wealth and risk scoring, built into the flow for every transaction.

Built-in workflow

1OnboardingDigital identification & client profile
2Risk scoringAML/CFT profile & investor profile
3AdviceCompliant proposal tailored to the profile
4SigningDigital document flow & CDD
5Audit trailFull traceability for the regulator

In many firms compliance remains a separate process. KYC happens in the CRM, FIMIS reporting in Excel, transactions are followed up separately and documentation is scattered. That costs time, increases the risk of errors and makes control difficult.

myFaro embeds compliance directly into the advisory flow. AML/CDD, MiFID or AssurMiFID, documentation, follow-up and audit trail are built up as the file progresses. Your operations stay legally sound without commercial teams drowning in extra administration.

Complete FIMIS reporting, built automatically from your operations.

myFaro digitises and automates the full General Risk Assessment model as required by the FSMA. The system also monitors transactions, combinations of transactions and activity at firm level.

FIMIS reporting is built automatically No more manual consolidation or Excel Fully auditable output Always ready for inspection Your advisors focus on business, not on rules
Get the compliance one-pager→

From use case to result.

The value of myFaro is clearest in concrete files. Below you can see how firms save time, avoid errors and get more out of their portfolio today.

Pension advice without weeks of administration

Faster from interest to proposalLess duplicate input and manual calculationMore business from existing clientsLess administration for annual follow-up
The problem

New second-pillar opportunities are often lost before real advice even begins. Requesting salary data, processing it, preparing calculations and re-entering files with different parties takes a lot of time.

How myFaro solves it

With myFaro you work from one flow: from digital onboarding through analysis to quote and proposal. With automated mailings, collaboration with client and accountant and clear dashboards, the annual 80% rule follow-up also becomes simpler, from weeks to days.

One wealth report across banking and insurance

One consolidated overview for the clientLess copy-paste and fewer errorsStronger client experienceMore trust and more visibility on opportunities
The problem

For many bank agents and advisors it is hard today to give clients one clear wealth overview as soon as investment insurance or solutions from other providers are involved. The result is often manual work in Excel.

How myFaro solves it

With myFaro you report across multiple policies, banking solutions and other wealth components in one central environment. You choose how to present the overview and share it securely with the client.

Your data always up to date. Without dependency.

Always a complete and current wealth overviewLess administration and follow-upFaster turnaround in adviceBetter client experience and trust
The problem

Many firms today depend on fragmented data sources. Data arrives late, documents are scattered and overviews are not always complete or current.

How myFaro solves it

myFaro retrieves portfolio data and documents directly from the providers. This data is automatically structured, enriched with external data sources and continuously updated.

Turn insights into targeted client actions

More targeted communicationBetter follow-upMore client activationStronger firm management
The problem

Many firms have data but do too little with it. Opportunities sit scattered across files, with no easy way to link targeted client communication or commercial actions to them.

How myFaro solves it

With myFaro you see at firm and client level where files need attention. With dashboards, filters and integrations with Mailchimp and other mailing tools, you select segments and send targeted communication.

Advice that goes beyond product selection

Bring multiple advisory questions together in one environment: cash-flow analyses, tax simulations and scenario planning for pension, disability, death and wealth transfer.

The problem

Many tools only help within one product domain. As soon as clients ask about their standard of living after retirement, disability or inheritance, you end up with fragmented calculations and separate presentations.

How myFaro solves it

myFaro supports cash-flow analyses for pension, disability and death, and calculates tax burden and distribution at the same time. That way you bring multiple advisory questions together in one environment.

Why advisors choose myFaro.

“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 the clear inventory and real-time insight, people have more confidence.”
Lieven van den MeerscheCring
“Thanks to myFaro I have fully optimised my sales, compliance and office processes. The time saved is enormous, so I can now spend more time growing my business.”
Matty MartensB-sure

A plan tailored to your firm.

Choose the plan that fits how you work today and scale up easily as your firm grows.

Essential

For firms that want to structure their advisory work in one central solution.

200 files included Additional cost per extra file Compliance Tax optimisations Financial analyses: pension, disability and death
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Professional

Recommended

For firms that also want to integrate estate planning and tailored scenarios.

Everything in Essential, plus: Estate planning Life planning
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Not sure which plan suits your firm best? In a no-obligation conversation we look together at how you work today, your needs and your growth plans.

See how myFaro works in your firm.

In a no-obligation conversation we look at how your current setup works, where time is lost today and how myFaro brings structure to it.

Book a demo