Advisor Exchange links up with FamilyOfficeNetwork for "one-point access". FamilyOfficeNetwork has added an aggregation component to its front-office platform to give wealth managers "one-point access" to client account information such as accounts, trusts, quarterly reports, tax returns, and credit-card statements.

The new feature is the result of an alliance between FamilyOfficeNetwork and Glenview, Ill.-based account-aggregation technology provider Advisor Exchange.

Tools 

"Advisor Exchange's dynamic aggregator and FamilyOfficeNetwork's collaborative solutions function independently, [but] integrating the two technology solutions creates an inclusive package that is unrivaled in cost, efficiency, ease of use, and compatibility with other programs currently used in your office," says FamilyOfficeNetwork's founder and managing director Peter Wheeler.

San Diego-based FamilyOfficeNetwork provides online communication and organization tools for financial professionals.

Wheeler is also CEO of Wheeler/Frost Associates, a San Diego-based wealth-management firm. -FWR

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