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MyFO Featured in Forbes 2023 Family Office Software Roundup!

We are thrilled to announce that MyFO has been recognized in the prestigious Forbes 2023 Family Office Software Roundup!

The Forbes list holds special significance for us. Back in 2019, when Forbes first launched the Family Office Software Roundup, our co-founders, Simran and Alice, were scaling their Multi-Family Office practice. Within just 18 months, they had grown their business to over $1M. But as the practice expanded, they saw a need for software to streamline operations and enhance the client experience. This search led them to the very first Forbes oundup of family office software.

However, after an exhaustive review of every software on that list, they found none met their needs or the needs of their clients. The challenges they encountered with the existing solutions were:

  • Long onboarding processes of 12-18 months

  • High fees averaging $50,000/year

  • Limited features, only offering consolidation

  • Archaic dashboards

Recognizing these gaps, they developed MyFO with:

  • ️Premium onboarding for all clients completed in hours, not months

  • Affordable pricing averaging $4,000/year/family

With extensive features including:

  • AI-driven data and document analysis

  • AI data ingestion for alternative assets

  • Benchmarking tools

  • Secure Document Vault

  • Comprehensive Scenario Modelling (including tax planning)

And stay tuned for an exciting addition: MyFO Marketplace!

Interested in experiencing MyFO firsthand? Visit to schedule your demo!



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