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.
The MyVFO Advantage · Scaling the Quarterback
Scaling the quarterback.
As an advisor's responsibilities keep expanding, MyVFO scales the capability to match — four foundations that turn fragmented data into holistic advice at scale.
- 01
Foundation
Unified Data Lake
All client data consolidated into one encrypted, role-based access platform.
One source of truth - 02
Connectivity
Firm-Agnostic Integration
Flexible APIs allow for universal connection and coordination across every system.
Connects to anything - 03
Intelligence
AI-Assisted, Advisor-Led
A normalized, unified data layer that powers any AI capability — with the advisor in command.
You stay in command - 04
Trust
Audit-Ready Security
Full audit trails, encryption at rest and in transit, and custom permission controls.
SOC II Type I certified
Testimonials
Don’t just take our word for it
"For any family office or high-net-worth individual managing complex financial lives, MyVFO isn't just another tool—it's become the central nervous system for our entire wealth ecosystem. It lets us focus on strategy and long-term goals instead of chasing down documents and updates."
Dale V. • Lexington, Founder & CEO
"I can control exactly who has access to what, so every professional on the team always has the right information to do their job without over-sharing sensitive documents. For families with complex needs, speed and coordination aren't just nice to have. They're the standard of care."
Kristopher M. • Lexington, Director of Advanced Planning
"MyVFO represents a fresh and thoughtful approach to serving individuals, families, and their advisors. By combining advanced technology, secure information management, and collaborative planning tools, the platform seeks to bridge the gap between financial management and life management."
Rona F. • Lexington, Tax/Estate Planning
"For any family office or high-net-worth individual managing complex financial lives, MyVFO isn't just another tool, it's become the central nervous system for our entire wealth ecosystem. It lets us focus on strategy and long-term goals instead of chasing down documents and updates."
Don S. • Lexington, Strategist
"As an advisor, MyVFO allows me to see my clients' financial picture along with their life goals. It provides the clarity we need to make decisions and move forward with greater confidence. MyVFO has become an indispensable part of how I work, communicate, and serve my clients."
Mark P. • Lexington, Life Management Advisor
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.
One PlatformEvery Role
Built for your entire team.
MyVFO is designed to support a wide range of roles, ensuring comprehensive collaboration and efficiency.
Frequently Asked Questions
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