Audience
Individuals and family office teams seeking a tool to centralize asset oversight, collaborate on documents, model scenarios, and streamline KYC and compliance
About MyFO
MyFO is a cloud‑native, full‑stack wealth‑management platform tailored for family offices and high‑net‑worth individuals, centralizing assets, accounts, documents, and scenario modeling into a single, secure interface. It consolidates financial information and critical contacts, supports AI‑driven data and document analysis and ingestion for alternative assets, and provides intuitive mapping of entities such as trusts, operating companies, and other holdings. It includes a secure document vault and task manager for collaboration, live accounting, and bank integration for real‑time reporting, as well as benchmarking tools alongside comprehensive Scenario Modeling to help evaluate investment outcomes. It features premium, white‑glove onboarding completed in hours and emphasizes clarity and ease of use with real‑time dashboards and entity mapping for complex ownership structures.
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Integrations
No integrations listed.
Company Information
MyFO
Founded: 2021
Canada
myfotech.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
24/7 Live Support
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