The Strategic Portfolio System™ (SPS)

The enterprise wealth management platform for the digital age

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.