Security 

Peace of mind for every family office

Built with bank-level security, secure logins, and continuous monitoring to protect data and ensure smooth operations.

Bank-level Security

Built to Protect, Designed to Empower

MyFO is designed with the highest standards of data protection in mind. From day one, we have prioritized security at every layer of our platform, ensuring families and their advisors can work with confidence. Your information is protected through enterprise-grade infrastructure, continuous monitoring, and encrypted data flows.

You decide who sees what. With role based access and clear permissions, your family members, advisors, and stakeholders only view the information relevant to them. Nothing more, nothing less.

Why leading family offices & advisors trust us

  • Access Log Management

  • Automated Account Management

  • Data Access Controls

  • Single Sign-On (SSO)

  • Least Privilege Access

  • Password Management

  • Password Security Standards

  • Session Termination Protocols

  • System Use Notifications

  • Hosted on Amazon Web Services (AWS)

  • Encryption Key Access Restricted

  • Intrusion Detection Systems (IDS) in Place

  • Log Management Implemented

  • Restricted Production Application Access

  • Restricted Production Database Access

  • Restricted Production Network Access

  • Enforced Encrypted Remote Access

  • Unique Account Authentication

  • Audit Logging

  • Data Backup Protocols

  • Multi-Factor Authentication (MFA)

  • Role-Based Access Control (RBAC)

  • Real-Time Alert Response

  • Data Loss Prevention (DLP)

  • Event & Audit Log Management

  • Intrusion Prevention System (IPS)

  • SOC 2 Compliance

  • Regular Risk Assessments

  • Third-Party Risk Management

  • Employee Privacy Training

  • Phishing Awareness Training

  • Role-Based Security Training

  • Security Awareness Programs

Scroll to Top