Archway Platform vs MYFO

Archway Platform is paid web software that combines investment aggregation, accounting, and reporting on one general ledger. The same ledger serves as both investment and accounting books of record. It aggregates public and private markets, liquid and illiquid assets, and held-away and managed positions, with performance, investor, and multi-currency reporting. Accounting workflows include invoice intake, approval routing, vendor verification, fraud controls, payments, and reconciliation. Fund administration records agreement-based waterfall calculations as journal entries and provides capital accounts and K-1 summaries. Carried-interest tools cover grants, vesting, forfeitures, scenario modeling, and distributions with traceable allocations. A branded client portal uses the same ledger and includes approvals. Supported structures include trusts, LLCs, partnerships, foundations, private funds, fund of funds, mutual funds, pooled cash vehicles, omnibuses, and individuals. Pricing is on request under fixed annual pricing based on entities, services, and users.

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.