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July 2022

TOP OF MIND

Streamlining Efficiency for Tax Management in Latest SPS Release

“Not all tax-losses are created equal,” said David Costain, Director of Product Management at MyVest. “We added capabilities to help advisors evaluate the relative value of each harvest opportunity, and then we improved the workflow to enable them to act on their selections at scale.”

NEWSWORTHY

Anton Honikman speaks with Financial Planning’s Justin Mack on Direct Indexing

MyVest is a finalist for 3 Wealth Management.com awards

ThinkAdvisor Luminaries awards MyVest in 2 categories

“One of the things that I most like about working at MyVest is the RESPECT …
Respect for my ideas, my time, my culture, my beliefs, my language, and my customs.”

ONE LAST THING

Learn how enterprise wealth management technology can improve advisor and client satisfaction

MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. Learn how to implement enterprise technology in your firm.

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