Transforming your Client Experience
Advisors struggle with fragmented data, tedious KYC, and outdated tools that drain time and resources. MyFO streamlines operations, enhances transparency, and provides real-time wealth insights—keeping clients informed, engaged, and strengthening long-term relationships.
Reduce KYC Time
No more back-and-forth with clients over outdated statements and spreadsheets. Our platform aggregates all your assets into a single, accessible view, streamlining onboarding and significantly reducing the time spent on KYC processing by up to 60%.
Maximize Value
With scenario modelling, MyFO empowers you to forecast outcomes, optimize investments, and plan proactively. Giving you more time to focus on strengthening client relationships, driving lasting value, and increasing wallet share.
Make Informed Decisions with Confidence
MyFO’s real-time insights offer clarity and precision. Advisors can quickly assess opportunities and adjust strategies using the most current data available in the platform.
A Powerful Tool where Everyone benefits
Enhance your ability to cross-sell services effectively