MYFO
Canada
What it is
MYFO is a web-based family office operating platform that brings financial information, entities, documents, stakeholders, and reporting together. It aggregates assets and liabilities across accounts and synchronizes data from banks, brokerages, and other financial institutions. Entity mapping shows relationships and ownership stakes among family members and their entities. Users can create consolidated performance reports by asset class, currency, geography, or entity, then export PDFs or share live links. Documents are organized by entity with role-based access, automated categorization, and search. AI ingestion extracts positions, transactions, and cash flows from uploaded statements, capital call notices, and fund reports. The platform lists integrations including Finicity, MX, Plaid, Quiltt, Wealthica, NetSuite, QuickBooks, Sage, Sumit, and Xero. Its Claude integration supports plain-English portfolio questions. MYFO lists SOC 2 Type 2 compliance, AWS hosting, multifactor authentication, audit logging, role-based access, and continuous monitoring. Pricing starts at $850/mo, with final pricing based on requirements and complexity.
For and against
For
- Aggregates assets and liabilities across financial accounts
- Maps family relationships and ownership stakes
- Exports reports as PDFs or live links
- AI extracts data from uploaded financial documents
- Lists SOC 2 Type 2 compliance and security controls
Against
- Web platform only
- Starting price is $850/mo
- Final pricing depends on requirements and complexity
- Onboarding typically takes two to six weeks
The verdict
MYFO combines financial consolidation, entity mapping, document handling, reporting, and portfolio questions in one web platform. Its starting price and complexity-based final pricing make it a considered option for larger wealth-management operations.
Who it suits
MYFO suits family offices, advisors, and institutions managing wealth at scale. It is also intended for organizations needing consolidated reporting, entity management, documents, workflows, and forecasting.
Plans and prices
MYFO
Priced per asset and line item · final pricing depends on requirements and complexity
Read 7 Oct 2026 · myfotech.com
On the record
- Accounting scope
- A MYFO pricing guide says the platform includes consolidated information, entity management, documents, tasks, stakeholder management, and forecasting.myfotech.com · read 7 Oct 2026
- AI integration
- The site says MYFO's Claude integration lets users ask portfolio questions in plain English and query concentrations, capital call schedules, and scenarios.myfotech.com · read 7 Oct 2026
- Company history
- MYFO says founder Simran Kang began building the platform in 2019 after advising ultra-high-net-worth families at PwC.myfotech.com · read 7 Oct 2026
- Data consolidation
- The platform aggregates assets and liabilities across accounts and syncs data from banks, brokerages, and other financial institutions.myfotech.com · read 7 Oct 2026
- Document ingestion
- AI document ingestion extracts positions, transactions, and cash flows from uploaded statements, capital call notices, and fund reports.myfotech.com · read 7 Oct 2026
- Document management
- The platform organizes documents by entity and offers role-based access, automated categorization, and search.myfotech.com · read 7 Oct 2026
- Entity mapping
- MYFO maps relationships and ownership stakes among family members and their entities.myfotech.com · read 7 Oct 2026
- Integrations
- MYFO lists integrations and partners including Finicity, MX, Plaid, Quiltt, Wealthica, NetSuite, QuickBooks, Sage, Sumit, and Xero.myfotech.com · read 7 Oct 2026
- Intended users
- MYFO says it serves family offices, advisors, and institutions managing wealth at scale.myfotech.com · read 7 Oct 2026
- Onboarding and support
- The maker says onboarding typically takes approximately two to six weeks depending on complexity and describes hands-on support.myfotech.com · read 7 Oct 2026
- Product
- MYFO is a family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting.myfotech.com · read 7 Oct 2026
- Reporting
- Users can create consolidated performance reports by asset class, currency, geography, or entity, then export a PDF or share a live link.myfotech.com · read 7 Oct 2026
- Security
- MYFO's Trust Center describes the platform as SOC 2 Type 2 compliant and lists security, compliance, and privacy information for review.trust.myfotech.com · read 7 Oct 2026
- Security controls
- The product site lists AWS hosting, multi-factor authentication, audit logging, role-based access control, and continuous monitoring.myfotech.com · read 7 Oct 2026
