The consultants, data providers and accounting platforms that work alongside MYFO.
Canavan Wealth is a family-focused advisory firm that provides investment management and financial planning with a specialization in multi-generational wealth strategies and long-term family financial coordination.
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Supports family offices with technology selection, implementation, and back-office services, ensuring smooth adoption and ongoing operational support.
Visit Deviate Consulting (opens in a new tab) →
A wealth technology consulting firm providing operations and technology solutions to family offices and firms serving ultra-high-net-worth clients, helping them manage systems, data, and infrastructure more efficiently.
Visit InfoGrate (opens in a new tab) →
Uses AI to automate the collection and processing of alternative investment documents and data, streamlining workflows for investors and wealth managers.
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Collects and centralizes K-1s, LP statements, and alternative investment data from manager portals into a single platform, helping family offices and wealth managers streamline reporting, reduce operational burden, and gain a complete view of their alternatives portfolio.
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A Mastercard company providing open banking solutions through consumer-permissioned financial data, supporting credit decisioning, financial wellness, and payment innovation.
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Delivers data aggregation and financial data enhancement services with tools that improve customer engagement and digital banking experiences.
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Offers APIs that connect applications with users' bank accounts, supporting account authentication, balance checks, and transaction data access.
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Provides a unified API that simplifies access to multiple financial data sources, enabling companies to build financial products with seamless data connectivity.
Visit Quiltt (opens in a new tab) →
Wealthica is a Canadian financial data aggregation platform that connects to banks, brokerages, and other institutions to automatically consolidate accounts, transactions, and investment holdings into a single real-time dashboard for a complete view of net worth.
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A comprehensive cloud ERP platform integrating accounting, CRM, and e-commerce functions to manage finance, operations, and compliance at scale.
Visit NetSuite (opens in a new tab) →
An accounting software platform providing tools for bookkeeping, payroll, invoicing, and financial reporting for businesses.
Visit QuickBooks (opens in a new tab) →
Cloud-based accounting and business management solutions that automate bookkeeping, invoicing, payroll, and financial reporting for small to mid-sized businesses.
Visit Sage (opens in a new tab) →
A multi-entity, family-office-specific general ledger designed for accurate accounting and consolidated financial reporting across complex ownership structures.
Visit Sumit (opens in a new tab) →
An online accounting platform offering real-time collaboration, automated bank feeds, expense tracking, and financial reporting in one unified system.
Visit Xero (opens in a new tab) →Bring the custodians, data providers and accounting systems you already use. We'll show you how they connect.
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