Increase Advisor Capacity

Wealth management firms continually strive to improve their efficiency and deliver more capacity to their advisors. Technology can help both firms and advisors meet these demands.

MyVest’s Strategic Portfolio System™ (SPS) is a wealth management platform tailored to large financial institutions. It is purpose-built to optimize the firm, deliver efficiencies, and help advisors grow their business.

Here’s how SPS can help you expand capacity:

Provide exception-based portfolio management

SPS delivers an exception-based process that automates personalization, tax overlay, and oversight – empowering advisors to manage client accounts confidently and efficiently.

Leverage centralized investment solutions

SPS allows advisors to subscribe to and tailor investment solutions using building blocks created and maintained in SPS by a firm’s central investment management team.

Delegate portfolio management to a central team

SPS enables advisors to delegate portfolio monitoring and implementation responsibilities to a central trading team — creating more capacity for high-value activities.

The average advisor struggles to find time for value added activities:

As noted by McKinsey, leading wealth managers use technology to give their advisors the tools to be more efficient and effective – which allows firms to grow business and increase operational efficiency. More efficient advisors have added capacity in their day to increase client acquisition and retention, and are happier in their work.

Firms that embrace technology to increase efficiency are able to grow clients by 3.7% more annually than an average firm, according to the Fidelity 2022 RIA Benchmarking Study.

Interested in learning more about our wealth management technology? Book a meeting or see our Resource Library below.

Resource Library for Advisor Capacity

Overview: Strategic Portfolio System™ (SPS)

Whitepaper: Discretionary Portfolio Management*

Blog: Enhanced Advisor Portal Increases Advisor Productivity

Podcast: Making Smarter Firms: Back Office Automation Has Front Office Benefits

Do you have more questions? Would you like to schedule a demo?

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*While commonly referred to as Rep-as-Portfolio Manager or Rep-as-PM programs, this advisory model is more widely adopted in our industry than simply by brokerage reps. So for the purposes of our analysis, we have coined the term Discretionary Portfolio Management (DPM) to define the advisory model used in different types of firms throughout the industry.