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FOR FAMILY OFFICES

Revolutionizing Wealth Management for Family Offices

Establish yourself as the central financial hub by providing a comprehensive dashboard that consolidates all your clients' financial accounts in one place.

Office

Unlock Efficiency

Reduce complexity and transition effortlessly from outdated manual spreadsheets or costly, rigid software systems. Seamlessly integrating real-time data from various sources—including banks, brokerages, and private equity

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STOP TREATING YOUR INBOX LIKE A FILING CABINET:

Use MyFO's smart document vault. This intuitive system not only stores but also organizes and suggests essential documents tailored to your unique structure and portfolio

A Powerful Tool where Everyone benefits

Enhance your ability to cross-sell services effectively

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