Most Advanced Family Office Solution

MyFO’s the fastest-growing family office platform in North America, combining data aggregation, secure document storage, and customizable reporting to streamline wealth oversight, cut costs, and support strategic planning for next-gen wealth holders.

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MyFO is the fastest-growing family office solution in North America, built to simplify complexity, cut costs, and give families full control over their wealth operations. Designed specifically for the needs of lean, multi-generational teams, MyFO replaces fragmented spreadsheets, manual processes, and legacy tools with a single, secure platform that consolidates data, streamlines reporting, and improves decision-making.

MyFO brings together everything a family office needs in one unified platform. Designed for simplicity and precision, it consolidates account data, streamlines reporting, and centralizes document management. Families and advisors gain access to real-time dashboards, automated performance reports, and secure digital vaults with role-based permissions. Built-in compliance workflows support KYC, investment governance, and audit preparation. MyFO also offers tools for tracking legal entities, monitoring ownership structures, and modeling future scenarios—features typically found in institutional systems, now delivered with an intuitive, family-first experience.

With bank-level encryption and enterprise-grade infrastructure, MyFO meets the highest security standards required by today’s most sophisticated family offices. All workflows are fully customizable, allowing each family to adapt the platform to their unique governance structures and information-sharing preferences.

MyFO is built for scale, helping families and advisors reduce administrative workload by over 25% on average. This translates into hundreds of thousands in overhead savings and significant time freed up, allowing teams to focus on strategy, stewardship, and long-term growth. Trusted by family offices worldwide, MyFO continues to lead the future of wealth management technology.