MyFO

Technology Providers

MyFO is built for the next generation of family offices, offering a platform that consolidates wealth, documents, and data. By combining efficiency with advanced AI, it makes managing wealth simpler, smarter, and more seamless.

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About MyFO

Built on trusted technology, MyFO simplifies the complexities of financial management. By delivering transparency and actionable insights, it enables smarter decision-making. The platform automates the organization of investment and estate documents, streamlines data processing across diverse assets, and provides personalized reporting for a clearer and deeper understanding of your financial portfolio.

Recognized for its innovation, MyFO was named Winner in four categories across the 2025 Family Wealth Report and WealthBriefing Wealth for Good Awards, including Client-Driven Innovation (B2C), Best Technology Stack/Implementation of Technology, Reporting Solution (Americas), and Female Executive of the Year (Americas) – Simran Kang.

More Details

Attribute	Details
Categories	Consolidated Reporting, CRM, Data Aggregation, Investing technology, Portfolio Management, Technology provider
Features	Ability to Whitelabel, AI Powered, Cash Flow Planning, Consolidated View, Custom Reports, Data Ingestion, Digital Excellence, Entity Ownership, Performance Benchmarking, Proven Agility, Transparency
Target Segments	Multi-family office, Single-family office

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Insights from MyFO

Simplifying wealth management for family offices

A self-proclaimed ‘recovering accountant’, Simran Kang, set out to create family office software that solves the real issues plaguing family offices. This article explores the company’s genesis, the problems it solves, and how it’s winning over family offices.

How RIAs can gain an edge in family office services

Registered Investment Advisors (RIAs) play a vital role in serving HNWI and family offices. However, standing out in this competitive arena is no small feat. This article highlights how RIAs can outperform their competitors by adopting technology that caters to the unique needs of family offices.