When Open Finance Network needed Digital Client Authentication Certificates - one for every financial advisor and asset manager that it served with its software technology and service solutions - Thel Petty set out to interview the top several Certificate Authorities, the businesses that issue digital certificates.
The Open Finance Network, based in Charlotte, NC, is a leading provider of front- and back-offi ce technology and service solutions for family offi ces and fee-only advisors. OFN’s end-to-end solutions empower trusted advisors to eliminate administrative and fi nancial friction in managing wealth and portfolios. The company has a full-time staff of approximately 100 people and maintains multiple billions in assets under administration.