The Most Advanced Family Office Experience.
Optimize with better data, organized documents, and enhanced decision-making capabilities.
SOC2 Security Compliant
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Time is money. We save you both
Family Offices
Manage your family’s wealth in MyFO. Our unified software gives you real-time insights on your consolidated portfolio, related documents, and reports in one secure hub. you no longer need to move files between programs or spend needless hours working on administrative tasks.
Advisors
Effortlessly manage wealth for multiple families with MyFO’s centralized platform. Access assets, documents, and reports in one secure hub, providing a tailored experience with streamlined operations that scale as you grow..Have peace of mind maintaining the data privacy & security for your family clients and external trustees.
Family Businesses Owners
MyFO gives you real-time insights on the financial health of your family business. We help improve communication with shareholders, giving you real time reporting, and up to date consolidated views of your assets and entities. Enjoy having all your assets, liabilities documents, stakeholders and reports in one secure hub.
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 SOC2 compliant.
Connect Securely
Protecting your privacy is our top priority. Your information remains secure and accessible exclusively to you
Time is your greatest asset. MyFO gives it back to you, so you can focus on what truly matters your family and the legacy you’re building.
Level up your family office experience with MyFO.
Reduced Admin Costs
Save several hours of administrative work each month by integrating all your assets and entities into a single platform. Focus on updates instead of repetitive tasks, streamlining your operations and maximizing efficiency.
Enhanced Collaboration
Share financial documents, account access, and reports securely with MyFO’s document vault, task manager, and stakeholder tools.
Accounting Integrations
Connect seamlessly with your bank and accounting software. Access live data for real-time reporting and streamlined decision-making.
Scenario Modeling
Analyze potential outcomes with MyFO’s scenario modeling tools. Explore investment opportunities, and make informed, data-driven decisions with ease.
White Glove Onboarding
Experience personalized support tailored to your unique requirements, ensuring a quick and effortless experience.
Entity Mapping
Understand relationships and ownership structures between entities, such as holding companies, trusts, foundations, and operating companies.
Testimonials
“As a MyFO user, I can definitely see the platform’s value and how it fills a gap in wealth management, especially for family offices and HNWIs. I find the platform to be super user friendly, meaning you just need a few hours of browsing to get used to it. Personally speaking, I love the Vault feature, which allows me to store important documents….”
Diego Azevedo
“As a MyFO user, I can definitely see the platform’s value and how it fills a gap in wealth management, especially for family offices and HNWIs. I find the platform to be super user friendly, meaning you just need a few hours of browsing to get used to it. Personally speaking, I love the Vault feature, which allows me to store important documents….”
Diego Azevedo
“I used to spend hours each year updating a spreadsheet of how my investments performed. With MyFO, I can do it in a matter of minutes. It’s a game-changer!”
Kevin L
“I used to spend hours each year updating a spreadsheet of how my investments performed. With MyFO, I can do it in a matter of minutes. It’s a game-changer!”
Kevin L
“Now, I can provide restricted access to specific trusts and holding companies, allowing my kids to integrate these assets into their wealth management seamlessly.”
Lisa M
“Now, I can provide restricted access to specific trusts and holding companies, allowing my kids to integrate these assets into their wealth management seamlessly.”