01
Data Consolidation
Aggregate all your assets and liabilities across multiple accounts into a single, comprehensive view. Automatically sync data from banks, brokerages, and other financial institutions to eliminate manual tracking.
02
Integrations
Stop manual data entry with an extensive network of bank and accounting integrations. Manage all connections from one place with easy resync and account controls.
03
Entity & Ownership Management
Manage entities across multiple stakeholders, showing clear relationships and ownership stakes between different family members and their entities.
04
Custom Reporting & Dashboards
Create consolidated performance reports and customized dashboards across entities and asset classes. Slice data by asset class, currency, geography, or entity, then share the right information with principals and advisors.
05
Forecasting & Scenario Modelling
Forecast capital calls, distributions, debt payments, spending, and other future cash flows in one place. Model potential decisions and see their impact on cash, net worth, returns, and allocation.
06
Family Office CRM
Collaborate effortlessly with family members, advisors, and legal teams. Manage access, roles, and permissions across all stakeholders in one centralized directory.
07
Document Storage & Management
Securely store, organize, and manage all important documents by entity with role-based access controls. Upload financial statements, legal documents, and investment records with automated categorization and search capabilities. Save hours of document hunting — stakeholders can instantly access and review any document across all entities and assets.
08
AI-Powered Document Processing
Upload a brokerage statement, a capital call notice, or a fund report — MYFO reads it and extracts positions, transactions, and cash flows automatically. No manual entry. No reformatting. Most clients have their full portfolio live within 48 hours of signup.
09
MCP via Claude
Ask your portfolio a question in plain English and get a structured answer — instantly. MYFO’s Claude integration connects your consolidated data to AI so you can query concentrations, surface capital call schedules, and run scenario analysis without touching a spreadsheet. Your data stays in MYFO — you just get to ask it things.
10
Data Security
Bank-grade security protocols including multi-factor authentication and complete audit trails protect your data and maintain regulatory compliance.
