Harmonizing
Life and Financial
Management
The MyVFO® personal virtual family office platform brings advisors and clients together using revolutionary technology to dramatically improve connection, collaboration, and communication.
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Harnessing elite technology services for peak performance
The MyVFO Advantage
Life is richer
with MyVFO
Fusing Life and Financial
The first-ever platform integrating life and financial management, from onboarding to strategy to reporting. We handle all critical aspects of the client experience.
Team Collaboration
MyVFO ensures that everyone involved in managing a client account stays connected, enhancing coordination, organization, and efficiency.
Privacy & Security
Experience peace of mind with top-tier security solutions safeguarding your data. Our granular role-based access control lets you precisely manage who can access sensitive information.
Testimonials
Don’t just take our word for it
“Using the MyVFO platform has completely streamlined our operations. Onboarding new clients now takes just a few weeks instead of 90 days. We have a full understanding of our entire client portfolio, from high-level strategy milestones to individual tasks. MyVFO has been a complete game changer for us.”
Thomas Wainscott • PWC, Accountant
"MyVFO has revolutionized my experience as a client. The transparency is incredible - I can see exactly what my advisors are working on in real-time. All my documents and communications are easily accessible in one place. It's made me feel more informed and engaged with my financial future."
Samantha Smith • Tesla, Client
“Using MyVFO has completely streamlined our operations. Onboarding new clients now takes just a few weeks instead of 90 days. We have a full understanding of our entire client portfolio, from high-level strategy milestones to individual tasks. MyVFO has been a complete game changer for us.”
Stuart Hasgrove • SH Advisors, Founder
Platform
Features that Define Us
Check out the video below for an in-depth look at our innovative wealth management solutions in action.
01 Onboarding Experience
Seamlessly collect client information through our streamlined onboarding process, ensuring all credentials and documents are stored securely for review.
02 Document Storage
Manage a unified document storage solution for all client accounts. Control access and organization by creating templates tailored to your organization’s needs.
03 Communication
Integrate all team communication into a single platform, allowing seamless interaction with clients and back-office teams. Ensure transparency and efficiency, keeping everyone informed with up-to-date account information.
04 Client Strategy
Craft detailed life and financial strategies that ensure clients and advisors remain motivated, accountable, and ready for future challenges.
Smart Solution
Boost Efficiency with AI-Driven Solutions
Client Experience
Streamline the data entry process with AI integrations that enhance text and improve accuracy. Our AI tools make data entry quicker and more robust, allowing clients to input information effortlessly and with fewer errors. Experience a smoother, more efficient process that saves time and reduces the hassle of manual data entry.
Advisor Experience
Create strategy documents and reports 30% faster with our AI-driven text tools and extensive template library. Our platform leverages AI to assist in drafting, editing, and organizing content, allowing advisors to focus on delivering value to clients. Enhance your productivity and produce high-quality reports and strategies with ease, backed by powerful AI support.
Peace of Mind
Security & support you can trust.
Serious security
MyVFO employs the same robust technology used by Amazon for the Federal Government’s GovCloud, ensuring top-tier protection for your data.
Advanced access control
We implemented role-based access control throughout the entire platform, ensuring that the appropriate parties have access only to the information relevant to their roles, providing you with confidence and security.
Anytime, anywhere support
If you need help, our support channels are standing by 24/7. Reach our friendly team by phone, in the app, or check out the Help Center.
Built for your entire team
MyVFO is designed to support a wide range of roles, ensuring comprehensive collaboration and efficiency.
VFO Advisors
Dedicated professionals managing client accounts within the virtual family office, including accountants, lawyers, and project managers.
Family Offices
Organizations utilizing the platform to comprehensively manage multiple client accounts and services.
Alliance Members
On-demand experts providing specialized support, from legal and accounting to wellness, filling expertise gaps as needed.
Frequently Asked Questions
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