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Discover and Appoint the Right Service Providers

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.

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Search and compare brokers, custodians, portfolio managers and banks

to find the best match for your investment needs.

Estimate costs

with built-in calculators to make informed financial decisions.

Integrate with calendars

for seamless appointment scheduling.

Send and receive messages

directly within the platform to ensure smooth communication with service providers.

Review comprehensive provider profiles

to assess offerings and performance.

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