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.