Optimize with better data, organized documents, and enhanced decision-making capabilities.

MyFO gives you real-time insights on the financial health of your family business. We help improve communication with shareholders, giving you real time reporting, and up to date consolidated views of your assets and entities. Enjoy having all your assets, liabilities documents, stakeholders and reports in one secure hub. 

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.

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.

We use bank-level security all the time. All your data is encrypted. MyFO protects your data with 256-bit encryption, for your total peace of mind.

We ensure that your data is protected through two factor authentication,  and SOC2 compliant.

Protecting your privacy is our top priority. Your information remains secure and accessible exclusively to you

Time is your greatest asset. MyFO gives it back to you, so you can focus on what truly matters—your family and the legacy you’re building.

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 and maximizing efficiency.

Share financial documents, account access, and reports securely with MyFO’s document vault, task manager, and stakeholder tools.

Connect seamlessly with your bank and accounting software. Access live data for real-time reporting and streamlined decision-making.

Analyze potential outcomes with MyFO’s scenario modeling tools. Explore investment opportunities, and make informed, data-driven decisions with ease.

Experience personalized support tailored to your unique requirements, ensuring a quick and effortless experience.

Understand relationships and ownership structures between entities, such as holding companies, trusts, foundations, and operating companies.