MyFO vs DAPM

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.

DAPM - Dynamic Assets & Performance Monitoring SA

Digital Assets & Currencies

Founded in 2002, we are leaders in wealth consolidation and supervision. Headquartered in Geneva, with offices in the US and Asia, we continue to drive innovation and excellence in the industry. With a unique blend of cutting-edge technology and deep financial expertise, we deliver unparalleled transparency and oversight for our clients.

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

100-500

2002

Geneva,
Miami,
Singapore,
Lisbon,
London

Singapore,
Switzerland,
United Arab Emirates,
United Kingdom,
United States of America

$ 200B

Owned by management

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,
Investment & Financial Advisors (RIAs/IFAs),
Pensions,
Endowments,
Foundations

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

Consolidated Reporting,
Data Aggregation,
Digital Assets & Currencies,
Governance,
Impact & ESG,
Portfolio & Cost Analysis,
Real Estate,
Risk Management

Ability to Whitelabel,
Custom Development Service,
Custom Reports,
Digital Excellence,
Full Multi-Currency Support,
Mobile App,
Other Services,
Proven Agility,
Transparency

Alternatives,
Art & Collectibles,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Commercial,
Commodities,
Cryptocurrencies,
Developed Markets,
Developing Markets,
Digital Assets & Crypto Assets,
Commodities,
Equities,
Fixed Income,
Foreign Exchange,
Gold & Precious Metals,
Hedge Funds,
Infrastructure,
Insurance,
Lifestyle Assets & Rare Collectibles,
Music Royalty,
Private Debt,
Private Equity,
Private Equity & Direct Investments,
Private Equity Funds,
Real Estate,
REITS,
Residential,
Venture Capital,
Warehousing & Industrial

Technology

Type Of Software

SAAS

Ecosystem

Custom

Integrations

N/A

Mobile App

Yes

SAAS,
Serviced software

Single sign-on

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