Operate smarter
Serve more clients
Deliver exceptional service
ViFO AI brings together your data room, communication, task management, and AI assistant into one secure platform designed for financial advisors and family offices.
Smart Vault & AI Document Analysis
Secure, searchable storage with automatic organization, data extraction, and smart tagging.
No more manual data entry.
Back-Office Automation
Compliance tracking, workflow automation, anomaly detection — without any coding.
AI-Powered Assistant
Meeting preparation, summaries, automated follow-ups, task routing, and smart reminders.
Communication Hub
Centralizes all client and team conversations (email, chat, video meetings) with your reporting and consolidation tools to deliver a complete client view.
Who is ViFO for?
Family Offices looking to scale without adding headcount
Financial Advisors aiming to serve more clients with less manual work
Lean teams seeking big-firm efficiency without big-firm overhead
