The Most Advanced Family Office Experience.
Optimize with better data, organized documents, and enhanced decision-making capabilities.
SOC2 Security Compliant
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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.
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 & maximizing efficiency.
Enhanced Collaboration
Share financial documents, account access, and reports securely with MyFO’s document vault, task manager, and stakeholder tools, backed by end-to-end encryption for complete data protection.
Accounting Integrations
Connect seamlessly to your bank and accounting software. Access live data for real-time reporting, protected by two-factor authentication and SOC 2 compliance to keep your information secure and accessible only to you.
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.