Search and compare brokers, custodians, portfolio managers and banks
to find the best match for your investment needs.
Facilon Appoint helps investors discover, evaluate and appoint service providers such as brokers, custodians, portfolio managers and banks.With intuitive tools for comparison, cost estimation and appointment scheduling, it simplifies provider selection through a unified, digital experience.
LEARN MOREto find the best match for your investment needs.
with built-in calculators to make informed financial decisions.
for seamless appointment scheduling.
directly within the platform to ensure smooth communication with service providers.
to assess offerings and performance.