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.
05 Reporting
Create comprehensive monthly, quarterly, or annual reports effortlessly. Consolidate data for clear, actionable insights, with customizable templates tailored to each client’s needs.
06 Notifications
Stay informed with the latest updates in MyVFO. Get real-time status updates for deliverables, access detailed account history, and gain a comprehensive understanding of your VFO across all client accounts.
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.
Client's Personal Advisors
External trusted professionals integrated into MyVFO, fostering collaboration and efficiency in a centralized platform.
Client's Family Members
Guest users with tailored access to personal or business accounts, promoting family involvement and transparency.
Client's Business Partners
Co-founders and associates with guest access to business accounts, enhancing transparency and collaborative decision-making.
Frequently Asked Questions
MyVFO is set to launch a beta version in early 2025, with a public launch anticipated by the end of 2025. This phased approach allows us to refine our platform based on valuable user feedback before the full public release.
Yes, we're actively seeking partnerships with firms of all sizes during our beta phase. We offer various collaboration opportunities, including integration partnerships, co-development initiatives, and educational programs. These partnerships are designed to be mutually beneficial, allowing us to refine our platform while providing value to our partners. If you're interested in exploring a partnership with MyVFO, please use the form above. Our team will contact you to discuss how we can work together to innovate in the wealth management industry.
The best way to provide feedback and suggest new features is to become an early beta user of MyVFO. As a beta user, you'll have direct access to our development team and multiple channels to share your thoughts, including feedback sessions, in-app tools, and community forums. Your input will play a crucial role in shaping the platform's evolution. To join our beta program and start contributing, please use the form above. We're eager to collaborate with you in creating the most effective wealth management platform possible.
We're seeking forward-thinking advisors who are passionate about elevating their client service and optimizing their business operations. Ideal candidates for the MyVFO platform are those who have a strong track record in wealth management or family office services, are open to adopting innovative technologies to enhance their practice, and prioritize holistic, client-centric approaches to wealth management. We value advisors who are committed to continuous learning, stay ahead of industry trends, and appreciate the power of collaboration within a broader ecosystem of experts. If you're an advisor looking to transform your practice and provide unparalleled service to your clients, we encourage you to apply. Use the form above to start the conversation about joining our platform and taking your advisory services to the next level with MyVFO.
We're excited to show you how MyVFO can revolutionize your wealth management practice or enhance your experience as a client. Our demos are tailored to your specific needs and interests, whether you're an advisor, a potential client, or an industry partner. During the demo, you'll get a hands-on look at our platform's key features, including our streamlined onboarding process, integrated communication tools, and comprehensive dashboard. To schedule your personalized demo, simply use the form above, and one of our team members will reach out to arrange a convenient time. We look forward to showing you how MyVFO can transform your approach to wealth management.
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