Myfaro

myFaro is the enablement layer for multi-supplier financial advisory. We empower independent advisors, multi-family offices, accountants and insurers to scale their business through process automation, sales enablement and embedded compliance — compliant by design, not by effort. Where most tools focus on bits and pieces, myFaro provides the full stack for hybrid advisory — from onboarding and proposal workflows to financial planning, estate simulations and AUM follow-up. Built to thrive in B-B-C environments, myFaro is CRM-agnostic, modular and fully MiFID/AssurMiFID-proof. KYC, AML, suitability & client documentation (Assur)mifid, IDD, PRIIPS) are integrated 🧩 Multi-supplier architecture – works across insurers, banks, asset managers & PE From fragmented tools to one scalable platform We bring back the fun in financial advice. We enable advisors to grow — securely, efficiently, and independently.