MYFO
API—OSS—FREE—DOCS4/5
MY5.5#16 of 24
outWeb—Windows—Mac—Linux—Android—iOS
Ranked in Family Office Software ·No free plan on record· paid from $850/mo
About
MYFO is ranked #16 of 24 in family office software on Inferse. It runs on Web. Paid plans start at $850/mo.
Compared on family office software
- Consolidated reporting
- Yesmyfotech.com
- Entity management
- Yesmyfotech.com
- Document management
- Yesmyfotech.com
- Workflow automation
- Yesmyfotech.com
- Data import methods
- automatedmyfotech.com
Facts
- Product
- MYFO is a family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting.myfotech.com · 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 · 7 Oct 2026
- Entity mapping
- MYFO maps relationships and ownership stakes among family members and their entities.myfotech.com · 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 · 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 · 7 Oct 2026
- Integrations
- MYFO lists integrations and partners including Finicity, MX, Plaid, Quiltt, Wealthica, NetSuite, QuickBooks, Sage, Sumit, and Xero.myfotech.com · 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 · 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 · 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 · 7 Oct 2026
- Intended users
- MYFO says it serves family offices, advisors, and institutions managing wealth at scale.myfotech.com · 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 · 7 Oct 2026
- Accounting scope
- A MYFO pricing guide says the platform includes consolidated information, entity management, documents, tasks, stakeholder management, and forecasting.myfotech.com · 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 · 7 Oct 2026
Company
- Headquarters
- Canadamyfotech.com · 28 Sept 2026
Best MYFO alternatives
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Where it ranks on Inferse
- Best Family Office Software in 2026#16 of 24
Sources
- myfotech.com· checked 7 Oct 2026
- myfotech.com/partners· checked 7 Oct 2026
- trust.myfotech.com· checked 7 Oct 2026
- myfotech.com/insights/family-office-software-pricing· checked 7 Oct 2026
- myfotech.com/insights/the-first-full-family-office-o· checked 7 Oct 2026