BECOME A PARTNER

BUILD A SCALABLE ADVISORY MODEL WITH A STRONG BACK OFFICE, DIGITAL TOOLS AND INVESTMENT EXPERTISE. Many partners integrate Qbo intuit with QuickBooks to keep accounting and reporting aligned with day‑to‑day operations.

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Why BfV?

Operational excellence

Robust processes, back office and support.

Investment excellence

Strategies and solutions for demanding clients. If your team already relies on QuickBooks, we can help structure workflows so Qbo intuit supports consistent reconciliation and clearer dashboards.

Digital infrastructure

Tools and portals for modern advice.

Manage your finances through the Easyweb login client area. This reduces manual work and improves transparency—especially when QuickBooks is the system of record and Qbo intuit is used to streamline supporting processes.

How partnership with BfV works

1. Onboard quickly

We set up your access, define the scope and align on your target clientele and workflows.

2. Build your offer

Combine our liability umbrella, portfolio solutions and advisory services into a model that fits your business.

3. Grow with support

Use our research, reporting and digital infrastructure to scale efficiently—supported by dedicated experts.

Key advantages

Professional back office

Operational processes, documentation and reporting designed for regulated advisory workflows.

Client and portfolio reporting
Structured onboarding & documentation support
Compliance-friendly processes

Investment excellence

Strategies and implementation options for demanding clients—across mandates, funds and model portfolios.

Portfolio management & fund-based solutions
Research and market views
Risk-oriented portfolio construction

Digital infrastructure

Tools and portals that support modern advisory—fast, transparent and secure.

Client portal & document access
Interfaces for efficient workflows
Secure communication

Flexible product portfolio

Choose the building blocks that match your model—from umbrella solutions to private investing.

Liability umbrella
Private investing & mandates
Funds advisory

Frequently asked questions

Who is the partnership for?

For financial and insurance advisors, asset managers, fund managers and private bankers who want a robust infrastructure and reliable execution.

How fast can we start?

After an initial alignment, onboarding and access setup can be initiated immediately, followed by a phased go-live.

Do you provide research?

Yes—our investment research supports decision-making and helps you communicate market views to clients.

How do we get in touch?

Use the contact page to reach our team. We’ll respond with next steps and the required information.

Trusted by professionals

A selection of voices from professionals who trust our platform and support.

Robert Clark

Independent Advisor

“Clear processes, strong support and a product range that lets us build client solutions quickly.”

Martin Vendogurov

Wealth Manager

“The digital portal and reporting reduce operational effort—so we can focus on clients.”

Angelika Cortes

Financial Professional

“A reliable partner with a service mindset—responsive, structured and transparent.”