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Browse MyFO's robust
partner & integration network
Consulting & Advisory Services
Canavan Private Wealth
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.
Deviate Consulting
Supports family offices with technology selection, implementation, and back-office services, ensuring smooth adoption and ongoing operational support.
InfoGrate
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.
Alternative Data Management
Canoe Intelligence
Uses AI to automate the collection and processing of alternative investment documents and data, streamlining workflows for investors and wealth managers.
Financial Data & Open Banking
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Finicity
A Mastercard company providing open banking solutions through consumer-permissioned financial data, supporting credit decisioning, financial wellness, and payment innovation.
MX
Delivers data aggregation and financial data enhancement services with tools that improve customer engagement and digital banking experiences.
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Plaid
Offers APIs that connect applications with users' bank accounts, supporting account authentication, balance checks, and transaction data access.
Quiltt
Provides a unified API that simplifies access to multiple financial data sources, enabling companies to build financial products with seamless data connectivity.
Salt Edge
Offers open banking API solutions for account aggregation, data enrichment, and payment initiation, helping businesses access financial data securely.
Wealthica
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.
Accounting & GL
Asseta
A family office platform consolidating reporting, accounting, and investment oversight, with AI-driven tools delivering real-time visibility and operational efficiency.
NetSuite
A comprehensive cloud ERP platform integrating accounting, CRM, and e-commerce functions to manage finance, operations, and compliance at scale.
QuickBooks
An accounting software platform providing tools for bookkeeping, payroll, invoicing, and financial reporting for businesses.
Sage
Cloud-based accounting and business management solutions that automate bookkeeping, invoicing, payroll, and financial reporting for small to mid-sized
Sumit
A multi-entity, family-office-specific general ledger designed for accurate accounting and consolidated financial reporting across complex ownership structures.
Xero
An online accounting platform offering real-time collaboration, automated bank feeds, expense tracking, and financial reporting in one unified system.