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Platforms

 

One variable that is ever changing in the financial services industry is technology. Over the past 10 years, the adoption of various technologies to accelerate and optimize the growth of our business has come at a rapid pace. The beauty of technology is that it has changed the way we do business—from standardizing our communications with clients, to being flexible enough to do business with clients from any location with internet access.

At FAN, we have created a platform of technology solutions we call GO Technologies. Our platform allows you to manage your business from anywhere in the world. Although each technology adds value independently, when the technologies are combined, you realize exponentially higher efficiencies for your practice. 

We spend a substantial amount of time reviewing our various technology solutions, and vet even more during our process. We are always open to reviewing new technologies, and welcome suggestions from our advisors. 

These technologies currently comprise our platform:

                                                                                                                      

Platforms

  • Redtail Technology
  • WealthVision
  • eSignature
  • Remote Deposit
  • AccountView

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your partner.

Get to know us

 

Phone: 240-499-2770

Email: info@fan-advisor.com

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