MyFO vs SS&C Family Office Services

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.

SS&C Family Office Services

Consolidated Reporting

SS&C’s Family Office Services provides a comprehensive, customizable solution for back office operations including accounting, analytics, and reporting for single and multi-family offices. By leveraging SS&C’s solution, family offices can reduce cost and operational risk in every-day operations while enabling their staff to focus on higher-value activities. We deliver solutions to family offices for handling complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments, and increasing regulatory demands that characterize the market.

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

500+

$4.6 million

1986

United States of America

Windsor
Hong Kong
Dubai
Singapore

States of America
United Kingdom
Canada
Ireland
Hong Kong

$2.6 trillion

$1.2 billion

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

18,000

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

Accounting
Consolidated reporting
Governance
Portfolio management
Data aggregation

Fully integrated, multi-currency portfolio management
Integrated reporting for multi-tiered ownership structures

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Yes

Technology

Type Of Software

SAAS

Ecosystem

Custom

Integrations

N/A

Mobile App

Yes

SaaS
Serviced software

Microsoft
SAP
Java
Adobe

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MyFO vs SS&C Family Office Services

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

SS&C Family Office Services

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