FundCount vs MYFO
FundCount
fundcount.comMYFO
myfotech.comSide by side
| Figure | FundCount | MYFO |
|---|---|---|
| Price from | $333.33/mo | $850/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 17 | 1 |
| Spec score · Family Office Software | 8.6 (#2) | 7.2 (#21) |
| Headquarters | Barbados | Canada |
| Product | FundCount integrates portfolio, partnership, and general ledger accounting on one platform for investment analysis and reporting. | MYFO is a family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting. |
| Reporting | Reporting includes financial statements, performance, NAV, look-through analysis, dashboards and on-demand investor outputs. | Users can create consolidated performance reports by asset class, currency, geography, or entity, then export a PDF or share a live link. |
| Security | FundCount provides a security and compliance center covering access, incident response, change management, subprocessors, penetration-test materials and audit reports, with some documents potentially requiring an NDA. | MYFO's Trust Center describes the platform as SOC 2 Type 2 compliant and lists security, compliance, and privacy information for review. |
Plans
FundCount
- Single Family Office / Asset Owner$35,899 a year
- Multi-Family Office$26,950 a year
- Fund Admin Incubator$14,450 a year
- Fund Administration$26,950 a year
- Hedge Fund$35,899 a year
- Shadow Hedge Fund$35,899 a year
- Asset Management$35,899 a year
- Private Equity$38,389 a year
- FundCount Sandbox$499 a month
- High-Net-Worth Individual$4,000 a year
In their own words
FundCount
FundCount combines portfolio, partnership, and general ledger accounting for investment analysis and reporting. Its portfolio engine covers listed securities, fixed income, OTC derivatives, private equity, real estate, and alternatives; partnership tools handle capital accounts, allocations, waterfalls, fees, and profit splits. Reporting ranges from tables and charts to complex visualizations, and client community members can access sample reports through the Report Encyclopedia. The ETL Importer accepts Excel, CSV, text, and XML, alongside interfaces with banks, brokers, and custodians. Deployment options include on-site, public or private cloud, and fully managed SaaS. The investor portal provides permissioned access, document delivery, and multi-factor authentication. FundCount says it serves family offices, fund administrators, hedge funds, and private equity firms. Plans start at $14,450/yr, with digital transformation and hosting fees additional. There is no free plan or trial; the company offers guided proof-of-concept sessions using prospective customers' own data and reports.
MYFO
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.