The Strategic Portfolio System™ (SPS)

The enterprise wealth management platform for the digital age

Strategy & Model Management

Build custom strategies for all managed account programs with centralized oversight

Proposal & Onboarding

Configurable, branded IPS integrated into daily portfolio management

Tax-Aware Rebalancing

Combine rebalancing and tax management into one daily automated process

Automated Monitoring & Alerts

Identify portfolios requiring attention with smart alerts & notifications

Order Management

Filter, modify, organize, and trade across unlimited portfolios

Operations & Compliance

Fully integrated ops and compliance, automated alerts of potential violations

Reporting & Billing

Daily performance calculations, tax management reporting, flexible household billing

Investor Portal

Mobile access to interactive reports in a consumer-grade UI

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Why MyVest?

Power client-centric wealth management

Provide truly personalized solutions, managed holistically in a tax-optimized way — a powerful combination you won’t find with any other platform.

Grow your clients

SPS™ bridges silos and streamlines your operation, so you can serve multiple client segments, advisor types, and managed account programs on the same platform.

Enable collaboration

Real-time access for everyone — your advisors, your investments team, operations & compliance, and your investors — on a single unified system.

Connect your systems

Our robust suite of APIs makes it easy to integrate SPS™ with other systems essential to your success.