MyVest's mission is to secure the financial future of more families by enabling their advisors to provide personalized wealth management at scale.
•formerly underserved investors receive personalized solutions,
•advisors spend more time with clients and prospects, and
•wealth management firms grow into more scalable, profitable businesses.
MyVest's core offering is its Strategic Portfolio System™ (SPS), a cloud-based software and services platform that enables holistic wealth management across the enterprise in a single, unified system. SPS automates the end-to-end delivery of personalized portfolios at scale, from client proposals and onboarding, through model-based tax-sensitive portfolio management, monitoring & rebalancing, to performance reporting and billing. SPS also consolidates multiple managed account programs (Wrap, UMA, UMH, Rep-as-PM) into a single system, enabling wealth management firms to strategically migrate to more profitable operating models over time.
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Headquartered in San Francisco, MyVest draws on the Bay Area's technology and financial services communities in an innovative, collaborative environment.