MyVest is a proud winner of the 2025 Technology Innovation Award from the Bank Insurance & Securities Association (BISA) for upgrading the advisor-client experience with expanding capabilities in the Strategic Portfolio System™ (SPS) Advisor Portal.
Upgrading the Advisor-Client Experience
MyVest was recognized for its continued investment in expanding the Advisor Portal in the SPS to focus on an intuitive interface, increased personalization options, an easier client onboarding and proposal process, more analytics and reporting features, and enhanced household management – giving the advisor everything they need to manage their practice in one place.
As advisors continue to struggle with the time required to operationally manage their entire practice, wealth management firms strive to increase capacity for their advisors while providing value to each client and prospect interaction. MyVest’s goal is to continually enhance the Advisor Portal to help solve this problem.
The improved Advisor Portal delivers comprehensive interactive online reporting that lets advisors see everything they need to service clients effectively and take action. In addition, there is easy set up of accounts, ability to enter personalizations, customize strategies, establish tax management preferences, transition legacy portfolios and more – all in just a few clicks from this comprehensive dashboard.
About the awards
The BISA Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry’s products, services and platforms through innovation in technology. This award highlights companies for their commitment to advancements in technology-based solutions for the industry.
MyVest is thrilled to receive recognition in this category and would like to thank BISA. BISA is dedicated to serving those responsible for marketing, sales and distribution of securities, insurance and other financial products/advisory services through the bank channel.
