MYFO has been named one of Wealth Professional’s 5-Star Wealth Tech Providers for 2026. The annual report highlights the technology providers that Canadian wealth professionals rely on. In this year’s report, MYFO is the specialist platform for family offices and complex entities.
Built for complexity, not retrofitted for it
The report singles out MYFO as one of the few providers that explicitly supports complex household and entity structures. That gap is what MYFO was built to fill. Family offices rarely manage a single portfolio. They oversee holding companies, trusts, operating businesses, real estate and private investments, often spread across disconnected spreadsheets and systems.
MYFO is a family office operating system. It brings financial data, documents, ownership structures and stakeholders together in one secure platform, and it connects information from banks, brokerages and private investment firms into a single view.
One platform, from data to decisions
Wealth Professional also groups MYFO with the single-stack platforms: providers that cover consolidation, reporting and workflow in one place instead of through a patchwork of tools. MYFO uses AI to collect, organize and reconcile financial data, which reduces manual work while keeping privacy and security at the core. Reporting, analytics and scenario modelling are built on top of that unified data.
We’re proud to be recognized among Canada’s leading wealth technology providers, and we thank the family offices and advisors who use MYFO every day.
MYFO's Money20/20 USA panel on why customer experience is the moat when serving family offices.
Read: MYFO at Money20/20 USA: Serving Family Offices Through Better Client Experiences →Dolly Parton’s estate shows why succession planning takes more than a will.
Read: Protecting a Legacy: What Families Can Learn From Dolly Parton →Six topics from UBS’s Q3 2026 Family Office Quarterly, and what they mean for family offices.
Read: UBS Family Office Quarterly Q3 2026: Key Takeaways →
