One central solution for your entire advisory practice

Manage pensions, investments, compliance and reporting in one integrated, CRM-independent environment.

  • Works with your existing CRM, or without
  • One complete wealth overview across all domains
  • From onboarding to advice and follow-up in a single flow
Schedule a no-obligation call See how it works →

Not another tool alongside your operations. myFaro is the operating layer between data, advice, compliance and follow-up.

Product visual

Not a CRM. The structure behind your advice.

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

myFaro works differently.

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

Whether you work with a sector-specific CRM, a marketing-driven CRM or your own internal structure: myFaro connects to your operations, not the other way around.

Rather than replacing your CRM, myFaro ensures that data becomes usable in your advisory process, workflows run in a structured manner, compliance is automatically embedded and reporting is built coherently.

Your CRM stays where it excels. myFaro ensures your advisory practice actually works.

Positioning visual

CRM-independent

Works with your existing setup

Builds on your current operations

Sound familiar?

Many financial advisers today lose time and margin in the same areas.

Client data is scattered across different systems

Following up on client files takes too much time

Compliance requires manual follow-up and Excel

Client reporting requires too much effort

Your CRM does not fully support your advisory process

myFaro was built to eliminate precisely 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

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

Reporting

Give clients a clear and consolidated overview across all relevant wealth components.

Financial planning

Substantiate advice on pensions, investments, succession and wealth building from one central flow.

Marketing & follow-up

Turn portfolio insights into concrete client actions and commercial opportunities.

From use case to result

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

Pension advice without weeks of administration

New opportunities in the second pillar are often lost today before the real advice even begins.

Requesting salary data, processing information, preparing calculations and re-entering files with different parties takes considerable time. As a result, opportunities are left on the table before a proposal is even presented.

How myFaro solves this

With myFaro you work from a single flow: from digital onboarding through analysis to quotation and proposal. You see more quickly where the optimisation potential lies, without leaving your environment.

The annual 80% follow-up also becomes simpler

Through automated mailings, active collaboration with client and accountant and clear dashboards, you bring files into motion more quickly and reduce the administrative burden from weeks to days.

  • Faster from interest to proposal
  • Less duplicate input and manual calculations
  • More business from existing clients
  • Less administration during annual follow-up
Pension flow visual

Receive the pension onepager

Leave your email address and receive a concrete overview of how myFaro automates pension flows and 80% follow-up.

Download the pension onepager

One wealth report across banking and insurance

For many bank agents and advisers, it is difficult today to provide clients with one clear wealth overview as soon as unit-linked insurance or solutions from other providers are involved. The result is often manual work in Excel and a client experience that does not match the quality of the advice.

How myFaro solves this

With myFaro you report across multiple policies, banking solutions and other wealth components in one central environment. You choose how to display the overview, share it securely with the client and turn reporting into a professional touchpoint.

  • One consolidated overview for the client
  • Less copy-paste and fewer errors
  • Stronger client experience
  • More trust and greater visibility on opportunities
View sample report
Reporting overview visual

Compliance without cutting and pasting

In many firms, compliance remains a separate process. KYC is done in the CRM, FIMIS reporting in Excel, transactions are tracked separately and documentation is scattered. This costs time, increases the risk of errors and makes auditing difficult.

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

Full FIMIS reporting, automatically built from your operations

myFaro digitises and automates the complete General Risk Assessment Model (ARB), as required by the FSMA.

Where other tools primarily focus on client data or KYC, myFaro goes further. The system also tracks transactions, combinations of transactions and activity at firm level. As a result, FIMIS becomes not a retrospective report, but an integral part of your daily operations.

What does this mean for your firm in practice?
  • FIMIS reporting is built automatically
  • No more manual consolidation or Excel
  • Fully auditable output
  • Always ready for inspection
  • Your advisers focus on business, not on rules
Compliance / FIMIS visual

Receive the compliance onepager

Leave your email address and receive a concrete overview of how myFaro automates FIMIS and the ARB model in your firm.

Download the compliance onepager

Your data always up to date. Without dependency.

Many firms today depend on fragmented data sources. Data arrives with delays, documents are scattered and overviews are not always complete or current. As a result, adviser and client often work with different information.

How myFaro solves this

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

Without depending on intermediary systems or manual processing.

myFaro thus becomes one shared environment where adviser and client look at exactly the same data, documents are centrally available and collaboration flows naturally.

  • Always a complete and up-to-date wealth overview
  • Less administration and follow-up
  • Faster decision-making in advisory
  • Better client experience and trust
See how this works in your portfolio
myFaro data integration ecosystem, direct connections with insurers, banks and external data sources

Turn insights into targeted client actions

Many firms have data, but do too little with it. Opportunities are scattered across files, without a simple way to link targeted client communication or commercial actions to them.

How myFaro solves this

With myFaro you can see at firm and client level where files require action. Thanks to dashboards, filters and integrations, you can select segments and send targeted communication. This turns data and follow-up into a concrete commercial lever.

  • More targeted communication
  • Better follow-up on opportunities
  • Greater client activation
  • Stronger firm management
Schedule a no-obligation call about marketing flows
Marketing & firm management visual

Advice that goes beyond product selection

Many tools only help within a single product domain. As soon as clients have questions about standard of living after retirement, disability, death, inheritance or wealth transfer, you end up back in fragmented calculations and loose presentations.

How myFaro solves this

myFaro supports cashflow analyses for retirement, disability and death, whilst simultaneously calculating tax burden and distribution upon death. This brings multiple advisory questions together in one environment.

  • More in-depth advice
  • Greater trust from clients
  • Clearer scenarios
  • Stronger positioning as an adviser
Schedule a no-obligation call about financial planning
Financial planning visual

Why advisers choose myFaro

“

myFaro enables a holistic approach where you continuously have visibility on wealth evolution and can adjust better than ever. Conveying that idea to the client gives them peace of mind.

C
Creafig
Advisory firm
“

The business we do in succession 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.

LM
Lieven van den Meersche
Cring
“

Thanks to myFaro, I have fully optimised my sales, compliance and office processes. The time savings are enormous, allowing me to spend more time growing my business.

?
(anonymous)
Advisory firm

A plan tailored to your firm

Choose the plan that fits your operations today and scale easily as your firm grows.

Essential
For firms looking to structure their advisory operations in one central solution.
  • 200 files included
  • Additional cost per extra file
  • Services included
  • Compliance
  • Tax optimisations
  • Financial analyses: retirement, disability and death
Schedule a no-obligation call
Recommended
Professional
For firms that also want to integrate succession planning and tailored scenarios.
Everything from Essential, plus:
  • 200 files included
  • Additional cost per extra file
  • Services included
  • Compliance
  • Tax optimisations
  • Financial analyses: retirement, disability and death
  • Succession planning
  • Life planning
Schedule a no-obligation call

Not sure which plan best fits your firm? In a no-obligation call we review your current operations, your needs and your growth plans together.

Receive concrete use cases for your firm

Practical examples of how myFaro optimises your operations.

Pension

Discover how myFaro automates the 80% follow-up and pension flows.

Download our onepager

Compliance

Discover how myFaro automates FIMIS and the ARB model in your firm.

Download our onepager

Reporting

Discover how myFaro simplifies reporting across multiple providers.

Download our onepager

Succession

Discover how myFaro helps structure succession planning and advice.

Download our onepager

See how myFaro works in your firm

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

No sales pitch. Just a concrete conversation about your operations, your bottlenecks and your growth potential.

Schedule your no-obligation call