Documentation
Guides for every FamilyOFX feature — portfolio, AI agents, forecasts, workspace tools, and settings.
Getting started
Welcome to the FamilyOFX docs. Use the sidebar to open a guide, or start with the paths below.
First steps
- Sign up from the dashboard and create your organisation.
- New single family offices start on the Personal plan — see Billing & plans.
- Add legal entities under Settings → Setup, then upload documents or try the demo files.
- Open AI Agents to ask questions about your portfolio, import statements, or manage CRM data in chat.
Feature map
| Area | What it covers | Guide |
|---|---|---|
| AI Agents | Chat, models, projects, proactive agents | Chat & agents |
| Portfolio | Positions, transactions, costs, philanthropy | Portfolio |
| Forecasts | Cash flow, scenarios, tax planning | Forecasts |
| Reports | Custom and standard reports, print | Reports |
| Tools | Deal flow, allocation, exposure, residency, news | Tools |
| Workspace | Inbox, calendar, tasks, contacts, documents | Workspace |
| Settings | Entities, bank accounts, constitution, members, security | Settings |
| Vaults | Secure KYC and succession file sharing | Vaults |
| Parent offices | MFO and fund house shell, clients, branding | Parent offices |
| Billing | Personal / Pro / Generational and parent invoicing | Billing |
| Demo data | John Smith sample files for safe testing | Testing with demo files |
Need help?
Use AI Agents for in-app questions (the assistant can read these guides), or email support@familyofx.com.