MYFO
MYFO is a web-based family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting.
What MYFO is
MYFO is a web-based family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting. It aggregates assets and liabilities across accounts and syncs 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 a PDF or share a live link. 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. A Claude integration supports plain-English portfolio questions about concentrations, capital call schedules, and scenarios. Listed integrations include Finicity, MX, Plaid, Quiltt, Wealthica, NetSuite, QuickBooks, Sage, Sumit, and Xero. Its starting price is $850 a month; final pricing depends on requirements and complexity.
Good
- Aggregates assets and liabilities across accounts.
- Reports can be exported or shared by live link.
- Documents include role-based access, categorization, and search.
- AI ingestion extracts financial details from uploaded documents.
- Lists integrations with financial and accounting services.
Watch out
- Starting price is $850 a month.
- Final pricing depends on requirements and complexity.
- Onboarding typically takes approximately two to six weeks.
Who it suits
MYFO is aimed at family offices, advisors, and institutions managing wealth at scale. It may suit teams that need consolidated reporting, entity management, and centralized document handling.
Verdict
MYFO brings financial aggregation, entity mapping, reporting, and document workflows into one web platform. Its starting price and onboarding timeline make it important to weigh the scope of a team’s needs before choosing it.
Plans and prices
From MYFO's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| MYFO | $850 a month | Priced per asset and line item · final pricing depends on requirements and complexity · Starting price; billing schedule not specified |
The facts
Each one read from MYFO's own pages, with the date it was checked.
What it does
- Accounting scope
- A MYFO pricing guide says the platform includes consolidated information, entity management, documents, tasks, stakeholder management, and forecasting.checked 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.checked 7 Oct 2026
- Data consolidation
- The platform aggregates assets and liabilities across accounts and syncs data from banks, brokerages, and other financial institutions.checked 7 Oct 2026
- Document ingestion
- AI document ingestion extracts positions, transactions, and cash flows from uploaded statements, capital call notices, and fund reports.checked 7 Oct 2026
- Document management
- The platform organizes documents by entity and offers role-based access, automated categorization, and search.checked 7 Oct 2026
- Integrations
- MYFO lists integrations and partners including Finicity, MX, Plaid, Quiltt, Wealthica, NetSuite, QuickBooks, Sage, Sumit, and Xero.checked 7 Oct 2026
- Intended users
- MYFO says it serves family offices, advisors, and institutions managing wealth at scale.checked 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.checked 7 Oct 2026
- Product
- MYFO is a family office operating platform that consolidates financial data, entities, documents, stakeholders, and reporting.checked 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.checked 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.checked 7 Oct 2026
- Security controls
- The product site lists AWS hosting, multi-factor authentication, audit logging, role-based access control, and continuous monitoring.checked 7 Oct 2026
The company
- Company history
- MYFO says founder Simran Kang began building the platform in 2019 after advising ultra-high-net-worth families at PwC.checked 7 Oct 2026
- Headquarters
- Canadachecked 28 Sep 2026
Where it runs
- Entity mapping
- MYFO maps relationships and ownership stakes among family members and their entities.checked 7 Oct 2026
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