Merging affordability and advanced AI to bring family office services to your fingertips
The harsh reality: without the right tools, the wealth you are building or inheriting could vanish.
Product Features
Test the impact of asset transactions on your portfolio with Scenario Modelling
Explore our Scenario Modelling feature to envision the impact of asset transactions on your portfolio. You can model buying scenarios, selling scenarios and save scenarios.
Consolidation of all your assets and liabilities
Tired of Scattered Documents? Try the MyFO Document Vault
Gain a crystal-clear snapshot of all assets and liabilities in one centralized location empowering informed financial decisions.
Use our Document Vault for centralized, safe storage and simplified document sharing with your family.
Innovation and Empowerment
At MyFO we believe that true progress is born at the intersection of innovation and empowerment. We are committed to constantly seeking new ways to enhance and refine our solutions.
Through cutting-edge technology and forward-thinking strategies, we empower families to take control of their financial future.
Share asset information with trusted stakeholders in a secure environment.
Share financial documents, account access or pdf reports of your consolidated financial history with family members easily.
Foster alignment on long-term goals with partners and stakeholders
Integrated with Task Manager for accountability and collaboration
Share asset information with trusted stakeholders in a secure environment.
Seamlessly integrate all your wealth into one platform.
Access all your assets and liabilities through a single dashboard that syncs data in real-time for an accurate financial overview. Our Valuation Tool delivers a complete valuation of your company by using industry-standard methods and financial analysis.
Trend analysis and personalized insights and comprehensive investment analysis
Leveraging a specially trained AI, our platform not only automates the management of diverse assets and parses investment statements for insightful analysis but also offers a MyFO AI-assist guide for decoding complex financial documents, ensuring comprehensive understanding through meticulous scrutiny and personalized trend insights.
Explore MyFO's powerful features to level up your family office experience
Easy and Intuitive
We know how complicated existing softwares can be during the onboarding process, so we made sure to have a simple self-onboarding process for our users.
Analyze your Data
Leveraging a specially trained AI, our platform not only automates the management of diverse assets and investment statements but also offers trend analysis and personalized insights for comprehensive understanding of investments.
Scenario Modelling
Explore our Scenario Modelling feature to envision the impact of asset transactions on your portfolio. Wish to achieve this without breaking the bank? Reach out to us
Smart Sync
Seamless connections between MyFO and a myriad of banks and investment institutions, enabling users to self-onboard, consolidate accounts, and access fresh investment data on one platform within hours.
Collaborate Securely
Use our Document Vault for centralized, safe storage and simplified document sharing with your family all in your centralized MyFO dashboard.
Embedded Analytics
Seamlessly integrate consolidated financial analytics directly into your workflow, allowing you to extract valuable insights without switching platforms.
Explore our Vault feature for centralized, safe storage and simplified document sharing with your stakeholders.
Robust Document Security
Security
We use bank-level security all the time. All your data is encrypted. MyFO protects your data with 256-bit encryption, for your total peace of mind.
Data Protection
We ensure that your data is protected through two factor authentication, and SOC 2 compliance.
Invest with ease
Clients can invest with confidence, knowing their personal and financial data is shielded by the latest in cybersecurity technology.
Testimonials
"With MyFO, I've finally achieved peace of mind. I know if anything happens to me, my family has access to everything they need. It's been an invaluable asset to us."
Sarah M
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