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For family offices
Manage your family's wealth in one secure and intuitive platform. MYFO brings together your portfolio, documents, and reports so you can focus on strategy, not administration.
For advisors
Support families with ease. MYFO keeps assets, documents, and reporting in one place while maintaining privacy, security, and organization."
For institutions
Institutions by MYFO brings aggregation, document ingestion, cash flow forecasting and portfolio data across 41 asset classes into one software solution.
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How Family Offices Can Simplify Tax Preparation with Better Data Management
Tax preparation gets easier when a family’s information is organized all year, not just at filing time.
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