OFN

ofn_jpg_whiteThe Open Finance Network is a financial services and technology holding company based in Charlotte, N.C., one of the nation’s leading financial services centers. Founded by technology entrepreneurs Greg Leekley and John Allen in 2002, OFN provides a comprehensive suite of technology products and services for fee-only advisors and family offices. A full-time staff of approximately 100 people maintains OFN’s technological and market leadership.

In the News:

Compliance11 and ByAllAccounts Partnership Revolutionizes Personal Trading Compliance Read the Press Release

ByAllAccounts and Cornerstone Revolutions Enhance Portfolio Management System.
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ByAllAccounts Survey of Financial Advisors Reveals "Must-Have" Technologies.
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Webinars:

Dodd-Frank Reform Bill and Amendments to the SEC custody rule - what do they mean for you? Live Webinar on September 15th 2PM ET Register Now!

Advisors Spend More Time with Your Clients, Not in the Data. Featuring Envestnet | B-Ready Outsourcing
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To Custody or Not to Custody Webinar featuring NRS.
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