MyVest’s core offering is its The Strategic Portfolio System™ (SPS), a cloud-based software and services platform that enables the provision of holistic wealth management across the enterprise in a single, unified system.  

SPS automates the end-to-end delivery of personalized portfolios at scale, from strategy & model management, client proposals & onboarding, through tax-aware portfolio management, monitoring & rebalancing, to trade order management, operations & compliance, performance reporting and billing.

Industry-Leading Tax Optimization 
More than just simple rebalancing, The Strategic Portfolio System optimizes the balance between risk, personalizations, and tax impact.

While other platforms perform rebalancing and tax management as separate discrete processes, MyVest combines rebalancing and tax management into one coordinated algorithmic nightly process.

SPS delivers tax-aware portfolio transition capabilities that allow firms and advisors to automate and deliver portfolio transitions at scale more efficiently. 

Bridge Silos & Streamline Your Operation

Serve Multiple Investor Segments
Deliver advisory solutions for all wealth tiers and life stages — so your clients will stick with you as they grow, instead of switching platforms, advisors, or firms.

Support Multiple Advisor Types
The configurable platform lets your advisors work the way they want – as asset gatherers and/or portfolio managers – while you maintain centralized oversight.

Connect to Multiple Custodians
Simultaneously integrate with multiple source systems, including trust and brokerage, all on a common platform.

Configure to Your Organization
Tailored to fit your operating model, SPS allows teams to have their own workflow, program, fee schedule, branding, reports, custodians, and more.