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MFO App

The MFO (Multi-Family Office) App is MeetLoyd's regulated wealth-management product. It augments wealth managers — it does not replace them — across the client relationship, the book of business, and management oversight.

What you get​

  • Client view — a complete, current picture of each client relationship.
  • Wealth-manager book — portfolio, performance, and the periodic client touchpoints a regulated practice requires.
  • Management oversight — book-level visibility for the firm.
  • Augmentation, not automation — agents prepare and surface; the licensed professional decides and signs.

Regulated by design​

Because wealth management is regulated, the MFO App is enabled through an Enterprise agreement rather than self-serve, and is configured against the appropriate governance controls for your jurisdiction. Contact sales to discuss.

How it's billed​

MFO is part of an Enterprise agreement with negotiated, all-inclusive pricing. See Pricing & Activation.