top of page

The right thing to do.

Optimize with better data, organized documents, and enhanced decision-making capabilities.

dash update.png

Wealth management today is fragmented and cumbersome, with critical financial documents and data scattered across various platforms and storage solutions. The process is daunting for users, especially younger investors seeking simplicity and efficiency.

 

That's where MyFO comes in: we streamline wealth management, consolidating information and tools in one place to ensure every generation is well-prepared and can easily navigate their financial future.

Image by Medienstürmer

MyFO redefines wealth management with precision and efficiency. Experience rapid onboarding and integrated management that harmonizes with your dynamic financial landscape. Our platform simplifies complex asset oversight and enhances decision-making with powerful, intuitive tools designed for the discerning individual.

Explore a variety of solutions

Screenshot 2023-11-21 at 15.58.16.png
Screenshot 2024-04-18 at 15.06.51.png
Screenshot 2023-11-19 at 13.28_edited.pn

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.

 Join the world’s fastest growing family office community

As seen on

forbes-logo-black-transparent.png
Female Founders
Maxium Women
Fintech Startup
NYU
Morngingstar
Banking Podcast

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. 

1675109503648.jpg
Screenshot 2023-11-22 at 15.14.55.png
1698856250967.jpg

Share asset information with trusted stakeholders in a secure environment.

Share asset information with trusted stakeholders in a secure environment.

Screenshot 2023-11-20 at 13.34.51.png

Foster alignment on long-term goals with partners and stakeholders​

Screenshot 2023-11-20 at 13.34.51.png

Integrated with Task Manager for accountability and collaboration

Screenshot 2023-11-20 at 13.34.51.png

Share financial documents, account access or pdf reports of your consolidated financial history with family members easily.

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. 

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.

Family
Screenshot 2023-11-20 at 17.19.20.png
Screenshot 2023-11-20 at 17.03.56.png

Explore MyFO's powerful features to level up your family office experience

652e2e69dc5430370ebc77af_ic-easy.png

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. 

652e2e69172747b2244c283f_ic-analyze.png

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.

652e2e691e95df1c73f37cc4_ic-insight.png

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

652e2e6a08ba41e3de53cd51_ic-smart.png

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.

652e2e69859f7ef17ccbcc01_ic-collaborate.png

Collaborate Securely 

Use our Document Vault for centralized, safe storage and simplified document sharing with your family all in your centralized MyFO dashboard. 

652e2e69b3a090d01796569f_ic-embedded.png

Embedded Analytics

Seamlessly integrate consolidated financial analytics directly into your workflow, allowing you to extract valuable insights without switching platforms.

Security + Data Protection

652e2e69859f7ef17ccbcc01_ic-collaborate.png

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.

652e2e69b3a090d01796569f_ic-embedded.png

Data Protection

We ensure that your data is protected through two factor authentication,  and SOC compliant.

652e2e691e95df1c73f37cc4_ic-insight.png

Invest with ease

Clients can invest with confidence, knowing their personal and financial data is shielded by the latest in cybersecurity technology.

Testimonials

133shots_so.png
"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

Join the MyFO Community

Join our email list and get access to special free insights on financial and wealth management; exclusive only to our subscribers.

Thanks for submitting!

  • LinkedIn
  • Twitter
  • Instagram
bottom of page