MYFO
MYFO: A broad family-office workspace for consolidating wealth, ownership, documents, and workflows. Ranked #16 of 24 in Family Office Software by our editors (7.8/10); pricing: From $850/mo; best for smaller offices wanting straightforward consolidation.
At a glance
- Editor score7.8 / 10
- PricingFrom $850/mo
- Best forSmaller offices wanting straightforward consolidation
- Consolidated reportingYes
- Facts checked22 Sep 2026
Where it wins
- Consolidates assets and liabilities across banks, brokerages, and financial institutions
- Maps entities and ownership relationships for clearer family-office oversight
- Combines reporting, documents, forecasting, and workflow management in one workspace
Where it doesn't
- Web-only access may not suit teams seeking native mobile applications
- The $850 monthly starting price may exceed smaller offices’ budgets
- Its broad operating focus may not suit teams seeking specialized investment accounting
Our verdict on MYFO
MYFO is a cloud-based family office operating platform for family offices, advisors, and institutions managing complex wealth. It brings together asset and liability consolidation, entity and ownership mapping, consolidated performance reporting, document management, stakeholder access controls, forecasting, portfolio analysis, and task workflows. The product is positioned for single-entity offices, multi-family offices, and institutional wealth-management organizations, with a particular fit for smaller offices that want straightforward consolidation across their financial relationships.
Its strongest differentiator is breadth across the operating layer of a family office. MYFO combines family-office CRM capabilities with document storage, categorization, and search; automated data imports; AI-powered document ingestion; and workflow-oriented task management. Bank, brokerage, accounting software, and financial-institution integrations support the consolidation model, while ownership mapping and stakeholder access management extend the product beyond a simple portfolio view. Offices that need one place for records, relationships, reporting, and recurring work may find this combination more useful than a narrowly focused reporting tool.
According to the vendor’s pricing content, MYFO starts at $850 per month with monthly billing. That makes the product’s cost straightforward to frame, but the listed starting point is better suited to an office that expects to use several operating capabilities rather than only basic asset aggregation. Teams should choose MYFO when consolidated visibility, entity structure, documents, forecasting, and workflows are central requirements. Offices seeking native mobile access or a specialized investment-accounting system should look for a product aligned more directly with those needs.
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MYFO pricing
MYFO fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Consolidated reporting | Yes |
| Investment accounting | Not verified |
| Entity management | Yes |
| Document management | Yes |
| Workflow automation | Yes |
| Data import methods | Automated |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, SSO/SAML, 2FA |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20,000+ integrations: banks, brokerages, accounting software, financial institutions |
| Pricing | From $850/mo (source) |
| Website | myfotech.com |
| Facts checked | 22 Sep 2026 |
MYFO integrations
MYFO lists 20,000+ integrations on its own site — the 4 named here are the ones its pages call out.
- banks
- brokerages
- accounting software
- financial institutions
Alternatives to MYFO
- FundCountA broad accounting and reporting platform for complex, multi-entity family offices.9.4
- Archway PlatformA broad family-office system for connecting investment books, entities, reporting, and operations.9.2
- QPLIXA broad family-office platform for consolidated reporting and multi-entity operations.9.1
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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