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What is MyFO?

MyFO is an all-encompassing, cloud-based wealth management platform tailored for family offices and wealthy individuals, seamlessly combining assets, accounts, documents, and scenario analysis within a single, secure interface. This innovative system pulls together essential financial information and important contacts while utilizing AI for the evaluation and processing of documents related to alternative assets, effectively illustrating the relationships among various entities such as trusts and operating companies. Moreover, it includes a robust secure document storage feature and a task management tool that fosters better collaboration, complemented by real-time accounting and bank integration for timely financial reporting. Users enjoy access to benchmarking tools and comprehensive Scenario Modeling to evaluate prospective investment outcomes. With an exceptional onboarding process that can be completed in just a few hours, MyFO emphasizes ease of use and transparency, providing real-time dashboards and detailed entity mapping to adeptly navigate complex ownership arrangements. In addition, the platform significantly improves decision-making by optimizing workflows, ensuring users have immediate access to the most pertinent information, which ultimately enhances their financial strategies and outcomes. As a result, MyFO stands out as a pivotal resource for affluent users seeking to manage their wealth with precision and efficiency.

What is 1fs Wealth?

1fs Wealth is a cutting-edge wealth intelligence platform that leverages AI technology and cloud infrastructure to assist high-net-worth individuals and family offices in efficiently managing a wide array of assets, including public and private investments, real estate, and digital collectibles, all through a unified interface. The platform prioritizes security with features such as multi-factor authentication, comprehensive role-based access controls, and advanced encryption methods. Users gain access to real-time market valuations, market feeds, specialized risk analysis tools, and metrics for evaluating asset distribution and geographical location. It also supports detailed succession planning, equipping future beneficiaries with necessary asset allocation strategies, documentation, and ownership insights. Enhanced collaboration features allow family members, advisors, and external specialists to work seamlessly together, utilizing thorough analytics, peer comparisons, and information related to carbon and ESG considerations. Furthermore, it includes smooth integrations like API connectivity, account aggregation via Plaid, and hedge fund benchmarks provided by Albourne indices, rendering it an all-encompassing solution for refined wealth management. This holistic strategy not only streamlines asset management but also empowers users to navigate the complexities of the constantly evolving financial environment with confidence. By leveraging these advanced tools and insights, users can effectively enhance their wealth management practices and achieve their financial goals.

Media

Media

Integrations Supported

Plaid

Integrations Supported

Plaid

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MyFO

Date Founded

2021

Company Location

Canada

Company Website

myfotech.com

Company Facts

Organization Name

1fs

Company Location

United Kingdom

Company Website

www.1fs.co

Categories and Features

Categories and Features

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