The most advanced family office experience.
Optimize with better data, organized documents, and enhanced decision-making capabilities.
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.
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
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.
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Share asset information with trusted stakeholders in a secure environment.
Share asset information with trusted stakeholders in a secure environment.
Foster alignment on long-term goals with partners and stakeholders​
Integrated with Task Manager for accountability and collaboration
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.
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.
Security + Data Protection
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 compliant.
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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