MyFO
The most advanced family office experience, which merges efficiency and advanced AI to bring family office services to your fingertips. Our platform simplifies and streamlines wealth management, offering comprehensive asset tracking, secure document storage, personalized financial advice, and tools to align long-term goals with stakeholders, ensuring smooth succession planning.
At the heart of MyFO is our advanced AI-powered tool, which revolutionizes investment and estate document management. This tool automates data handling for diverse assets, providing insightful analysis of investment statements for a deeper understanding of your financial portfolio.
Have a question regarding MyFO?
Contact MyFO directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What MyFO believes sets them apart?
Founded by Simran Kang and Alice Chen, veterans in running multi-family offices, we're on a mission to revolutionize family office management. Identifying a market gap and tired of outdated software, we created the most advanced family office solution you've been waiting for.
Jon Ricci
Product
Get an overview of what MyFO does.
Main Tasks
Data Aggregation
Consolidated Reporting
Investing technology
Technology provider
Portfolio Management
Top features
AI Powered
Consolidated View
Digital Excellence
Proven Agility
Transparency
Assets supported
Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Cash & Equivalents
Commodities
Cryptocurrency
Digital Assets & Crypto Currency Direct Private Equity
Equities, Fixed Income
Gold & Precious Metals
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Residential
Developing Markets
Commercial
Real Estate
REITS
Venture Capital
Insurance
Compliance
GDPR
Whitelabel
No
Type Of Software
SAAS
Ecosystem
Custom
Integrations
N/A
Mobile App
Yes
Type of data
Holding level
Accuracy
We receive direct data feeds from financial institutions and reconcile this data on receipt.
Custodians
6000
Time to new custodian
2 weeks
Multi-currency
Based on holding/position data
Cost structure
Seat based (per named user)
Average Single user: $1,500/year
Average single family office: $4,500 depending on the number of seats purchased.
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
11-50
Founded
2019
Incorporated
Canada
Top 5 Markets
Canada
United States of America
Ownership
Clients are also owners
Owned by management
External investors (neither clients nor staff)
Key staff also have ownership
Focus
Single family offices
Secondary focus
Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Banks
Clients
20 IWO
15 SFO
3 MFO
MyFO cannot disclose any names at this time.
Request ReferencesSupport & Services
Learn what support and services you can expect
Added Services
Data entry
Support options
Dedicated contact
General contact mail or phone
Pricing of support
Based on SLA
Onboarding
1-2 weeks
Bespoke development
No
Customisation
No
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