MyFO

MyFO offers a comprehensive solution including asset tracking, secure document storage, document management, and various other tools to support all family office stakeholders. At MyFO, we streamline wealth management with swift onboarding, secure document storage, and seamless integration, enhancing our platform’s ability to facilitate informed decisions. Through easy sharing of insights, we ensure our users stay ahead of the financial landscape with actionable data and strategic foresight. Recognized as a leader in innovation, MyFO has earned accolades from prestigious publications and institutions. We were featured in Forbes Magazine as part of the “The 2023 Family Office Software Roundup”. Our achievements include nominations for esteemed awards such as the RBC Canadian Women Entrepreneur Award for 2023/2024, the 2023/2024 Product Awards, and the 2023 UBS Female Founder Award.

The right thing to do for your family.



Testimonials:

“With MyFO, I’ve finally achieved peace of mind. I know if anything happens to me, my family has access to everything they need. It’s been an invaluable asset to us.”

“I used to spend hours each year updating a spreadsheet of how my investments performed. With MyFO, I can do it in a matter of minutes. It’s a game-changer!”

“Now, I can provide restricted access to specific trusts and holding companies, allowing my kids to integrate these assets into their wealth management seamlessly.”