Rated 5 Stars by 100+ Advisors
Stay ahead of the curve and unlock the power of modern technology to manage your wealth better. Take the leap into the future of wealth management with MyFO.
- Streamlined Record-Keeping
- Comprehensive Asset Tracking
- Enhanced Financial Insight
- Real-Time Data Sync
- User-Friendly Experience
Experience the power of financial consolidation with our cutting-edge platform.
Private Equity
Cash
Cryptocurrency
Real Estate
Venture Capital
Operating Companies
Art & Heirloom
Stocks
Stakeholder Map is a secure environment for you to share your asset information with trusted stakeholders, such as owners, family members, and business partners.
This feature helps coordinate with partners and stakeholders to align on long-term goals.
The Stakeholder Map is integrated with the Task Manager to maintain accountability.
Robust document security: Benefit from our comprehensive and robust security system, ensuring the confidentiality and protection of your valuable financial and legal documents.
Advanced encryption technology: Your documents are safeguarded with advanced 256-bit encryption technology, guaranteeing utmost confidentiality.
Efficient task management: Our integrated task management system keeps everyone organized and aligned, allowing you to assign tasks related to your documents to relevant stakeholders for efficient collaboration and workflow.
Peace of mind: Rest assured that your documents are in safe hands. We prioritize the security and accessibility of your information, providing you with the peace of mind you deserve.
MyFO provides your clients with tailored, best-in-class guidance for their wealth management.
As a wealth manager, your clients rely on you to provide sound advice on various financial topics. With our service, you can ensure that your clients receive expert guidance on tax planning, estate planning, asset management, and risk assessment. This will empower your clients to have more informed and productive discussions with you, ultimately leading to better financial outcomes.
Guidance is equipped with machine learning technology that provides contextual prompts, allowing you to stay informed about your client's financial progress, and ensuring that you can provide the best guidance possible.
Offer your clients guidance typically given by a Family Office team in expert areas such as:
Make informed investment decisions.
MyFO’s Scenario Modeling offers a comprehensive and intuitive interface to help easily mimic buying and selling assets and compare scenarios before making an investment decision.
The tool will help facilitate discussions about the following:
Return Expectations
Leveragability
Liquidity
ESG Benchmarkers
Make informed investment decisions.
MyFO’s Scenario Modeling offers a comprehensive and intuitive interface to help easily mimic buying and selling assets and compare scenarios before making an investment decision.
Return Expectations
Leveragability
Liquidity
ESG Benchmarkers
Rated 5 Stars by 100+ Advisors
Robust document security: Benefit from our comprehensive and robust security system, ensuring the confidentiality and protection of your valuable financial and legal documents.
Advanced encryption technology: Your documents are safeguarded with advanced 256-bit encryption technology, guaranteeing utmost confidentiality.
Efficient task management: Our integrated task management system keeps everyone organized and aligned, allowing you to assign tasks related to your documents to relevant stakeholders for efficient collaboration and workflow.
Peace of mind: Rest assured that your documents are in safe hands. We prioritize the security and accessibility of your information, providing you with the peace of mind you deserve.
Robust document security: Benefit from our comprehensive and robust security system, ensuring the confidentiality and protection of your valuable financial and legal documents.
Advanced encryption technology: Your documents are safeguarded with advanced 256-bit encryption technology, guaranteeing utmost confidentiality.
Efficient task management: Our integrated task management system keeps everyone organized and aligned, allowing you to assign tasks related to your documents to relevant stakeholders for efficient collaboration and workflow.
Peace of mind: Rest assured that your documents are in safe hands. We prioritize the security and accessibility of your information, providing you with the peace of mind you deserve.
