MyFO vs Asset Vantage

You are looking for alternatives to MyFO. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

MyFO

Consolidated Reporting

MyFO delivers the most advanced family office experience, seamlessly combining efficiency with secure, centralized tools to transform wealth management. Specifically designed for family offices and advisors, MyFO consolidates essential financial data and provides customized workflows, empowering families to manage, grow, and protect their assets with ease and confidence—all within one intuitive hub.

Asset Vantage

Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

Employees

11-50

Revenue

Founded

2019

Incorporated

Canada

Locations

Top 5 Markets

Canada
United States of America

Total AUM

Avg. AUM per client

Ownership

Clients are also owners
Owned by management
External investors (neither clients nor staff)
Key staff also have ownership

50-100

2011

Owned by management
External investors

United States of America

Stamford, CT, USA
Mumbai, India
Pune, India
Singapore

United States of America
India
GCC – (UAE, Bahrain, Oman, KSA)
United Kingdom
Australia/New Zealand

$150-200 million

Client

Focus

Single family offices

Secondary focus

Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Banks

Clients

20 IWO
15 SFO
3 MFO

Single-family offices

Individual Wealth Owners
Multi-Family Offices
Financial advisors
Accounting Firms
Trust Companies
Banks & Institutions

220+ SFOs Directly
25+ MFOs/CPAs (130+ Families Served)

Product

Main Tasks

Data Aggregation
Consolidated Reporting
Investing technology
Technology provider
Portfolio Management

Top features

AI Powered
Consolidated View
Digital Excellence
Proven Agility
Transparency

Assets supported

Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Cash & Equivalents
Commodities
Cryptocurrency
Digital Assets & Crypto Currency Direct Private Equity
Equities, Fixed Income
Gold & Precious Metals
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Residential
Developing Markets
Commercial
Real Estate
REITS
Venture Capital
Insurance

Compliance

GDPR

Whitelabel

Partnership Accounting
Consolidated Reporting
Portfolio Analytics
Data Aggregation
Document Management

Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
Multi-Period performance & benchmarking
Partnership accounting and entity look-through
Global listed equities & fixed income traded asset pricing
Integrated General Ledger
Consolidating & Multi-Period Balance Sheet & Trial Balance
Consolidating & Multi-Period Income Statement
Capital Flow Reporting
Fully Configurable & exportable widget dashboard across Performance Reporting
Custodian transactions sync & reconciliation
Document Vault
Integration with Bill.com
Check Writing
User Permissions & Entitlements
Transparent Pricing

Bankable Assets
Private Equity
Real Estate
Derivatives
Private Assets (e.g. collectables, luxury cars, boats, high-value art etc)
Venture Investments

GDPR
SOC/SOC 2

Technology

Type Of Software

SAAS

Ecosystem

Custom

Integrations

N/A

Mobile App

Yes

SaaS/Serviced Software

TLS (HTTPS) end to end
Unique client URLs tied to a VPN
Encryption for data at rest
Partners for VAPT
Unique database and URL

Linux

API Integrations available

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MyFO vs Asset Vantage

You are looking for alternatives to MyFO. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

MyFO

Category

Consolidated Reporting

Asset Vantage

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Client

Focus

Secondary focus

Clients

Product

Main Tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Ecosystem

Integrations

Mobile App