MYFO
5.8#18 in family office softwareFrom $850 a monthWeb
Visit| Fact | MYFO | Sharpfin Family Office Suite |
|---|---|---|
| Headquarters | Canada | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Integrations | MYFO lists integrations and partners including Finicity, MX, Plaid, Quiltt, Wealthica, NetSuite, QuickBooks, Sage, Sumit, and Xero. | Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. |
| Reporting | Users can create consolidated performance reports by asset class, currency, geography, or entity, then export a PDF or share a live link. | Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports. |
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.
It suits wealth managers, family offices, and fund administrators seeking modular tools for client and portfolio management, compliance, and reporting. Its web and API availability and branded client access may fit teams serving clients digitally.