MyVest is proud to be named among the best providers of investment management platforms in InvestmentNews’ 5-Star Technology Awards for New Technology and Software for Investment Management Professionals for 2025. 

“After a lengthy search and selection process, InvestmentNews is proud to present the 5-Star Technology Providers of 2025 in their 2nd annual report of the best new wealth tech and software. 

From advisor productivity to data quality and protection, the top tech providers in the wealth space are solving for the most critical challenges facing advisors and wealth firms.”

Recognition for enhancements across MyVest’s SPS platform 

MyVest’s Strategic Portfolio System™ (SPS) was recognized for how it enables holistic, client-centric wealth management across wealth firms in a single unified system. MyVest’s SPS automates the entire investment process from client proposals & onboarding to model-based tax-aware portfolio management, monitoring & rebalancing and trade order management through to performance reporting & billing. 

“We are proud to be recognized for the second year in a row by InvestmentNews as one of the leaders in investment management tech & software,” said Charlie Haims, MyVest’s Head of Marketing. “Once again, this is a testament to the hard work across the entire team of MyVestors who consistently enhance and maintain a platform that enables our customers to deliver portfolios that can be holistic, tax-optimized, and personalized to each one of their clients.”

Key benefits MyVest’s platform provides enterprise firms 

MyVest was also recognized for the broad benefits it provides enterprise wealth firms who need to build and manage personalized portfolios across large diversified organizations including multiple advisor teams and client segments. With MyVest’s SPS, benefits include:  

  • Bridging Silos across an organization: Coordinate data and portfolio management efforts across brokerage, RIA and Trust divisions within a firm, enabling a consolidated single view into a firm’s wealth management divisions. 
  • Serving Multiple Investor Segments: Offer advisory solutions for all wealth tiers and life stages, so clients will stick with them as they grow, instead of switching platforms, advisors, or firms.
  • Enabling Team Collaboration: This role-based system allows organizations to operate on the same software and data platform.
  • Supporting Multiple Advisor Types: The configurable platform lets all advisors work the way they want – as asset gatherers and/or portfolio managers – while firms maintain centralized oversight.
  • Automating Portfolio Management: Enabling investment firms to scale the offering of advice that is holistic, tax-aware, and personalized to each investor.

About InvestmentNews’ report on Best New Technology and Software for Investment Management Professionals

In conducting this research, InvestmentNews states that the best in the business have pushed themselves apart from the competition and, after lengthy research, 26 standout firms were awarded 5-Star Technology status for their ability to develop leading-edge products and platforms.

To be selected, criteria included that firms should support goals-based investing and scenario planning aligned to client risk tolerance, tax efficiency, and preferences. There should be customizable reporting dashboards with clear performance metrics and a rules-based engine for regulatory compliance and risk management. It should enable workflow automation and integration across CRM, compliance, planning, and trading to drive operational efficiency. 

From back-office support to data gathering, financial planning, digital marketing, and  education, this year’s crop of 26 wealth technology providers are covering all areas to support investment professionals and firms across the US, as well as the clients they serve. 

Read InvestmentNews’ announcement on their website.