MYFO
myfotech.com
What it is
MYFO is a web-based family office operating platform for consolidating financial data, entities, documents, stakeholders, and reporting. It aggregates assets and liabilities across accounts and synchronizes information from banks, brokerages, and other financial institutions. Entity management maps family relationships and ownership stakes among people and organizations. Users can produce 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 statements, capital call notices, and fund reports. A Claude integration supports plain-English questions about portfolios, concentrations, capital-call schedules, and scenarios. Listed integrations include Finicity, MX, Plaid, Quiltt, Wealthica, NetSuite, QuickBooks, Sage, Sumit, and Xero. MYFO lists SOC 2 Type 2 compliance, AWS hosting, multifactor authentication, audit logging, role-based controls, and continuous monitoring. Onboarding typically takes two to six weeks.
Spec sheet
- Product
- MYFO is a family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting.Read 7 Oct 2026 · myfotech.com
- Intended users
- MYFO says it serves family offices, advisors, and institutions managing wealth at scale.Read 7 Oct 2026 · myfotech.com
- Integrations
- MYFO lists integrations and partners including Finicity, MX, Plaid, Quiltt, Wealthica, NetSuite, QuickBooks, Sage, Sumit, and Xero.Read 7 Oct 2026 · myfotech.com
- Security
- MYFO's Trust Center describes the platform as SOC 2 Type 2 compliant and lists security, compliance, and privacy information for review.Read 7 Oct 2026 · trust.myfotech.com
- Headquarters
- CanadaRead 28 Sep 2026 · myfotech.com
- Accounting scope
- A MYFO pricing guide says the platform includes consolidated information, entity management, documents, tasks, stakeholder management, and forecasting.Read 7 Oct 2026 · myfotech.com
- 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.Read 7 Oct 2026 · myfotech.com
- Company history
- MYFO says founder Simran Kang began building the platform in 2019 after advising ultra-high-net-worth families at PwC.Read 7 Oct 2026 · myfotech.com
- Data consolidation
- The platform aggregates assets and liabilities across accounts and syncs data from banks, brokerages, and other financial institutions.Read 7 Oct 2026 · myfotech.com
- Document ingestion
- AI document ingestion extracts positions, transactions, and cash flows from uploaded statements, capital call notices, and fund reports.Read 7 Oct 2026 · myfotech.com
- Document management
- The platform organizes documents by entity and offers role-based access, automated categorization, and search.Read 7 Oct 2026 · myfotech.com
- Entity mapping
- MYFO maps relationships and ownership stakes among family members and their entities.Read 7 Oct 2026 · myfotech.com
- Onboarding and support
- The maker says onboarding typically takes approximately two to six weeks depending on complexity and describes hands-on support.Read 7 Oct 2026 · myfotech.com
- Reporting
- Users can create consolidated performance reports by asset class, currency, geography, or entity, then export a PDF or share a live link.Read 7 Oct 2026 · myfotech.com
- Security controls
- The product site lists AWS hosting, multi-factor authentication, audit logging, role-based access control, and continuous monitoring.Read 7 Oct 2026 · myfotech.com
Plans and prices
MYFO $850 a month Starting price; billing schedule not specified Priced per asset and line item · final pricing depends on requirements and complexity Read 7 Oct 2026 · myfotech.com
Strong points and limits
Strong points
- Consolidates assets and liabilities across accounts
- Maps ownership stakes and family relationships
- Exports reports as PDFs or live links
- AI extracts data from financial documents
- Includes role-based document access and search
Limits
- Web platform only
- Starting price is $850/mo
- Final pricing depends on requirements and complexity
- Onboarding typically takes two to six weeks
Who it suits
MYFO suits family offices, advisors, and institutions managing wealth at scale. It is also suited to teams needing consolidated reporting, entity management, documents, tasks, stakeholder management, and forecasting.
Verdict
MYFO combines financial consolidation, entity mapping, document handling, reporting, and workflow features in one web platform. Its starting price is $850/mo, with final pricing based on requirements and complexity.
Where Specifiction places it
- Family Office Software#21 of 247.2
