Software

Strategic Portfolio System™ (SPS)

Scalable enterprise platform

  • Strategy & Model Management

  • Tax-Aware Rebalancing

  • Automated Monitoring & Alerts

  • Trade Order Management

  • Operations & Compliance

  • Proposal & Onboarding

  • Reporting & Billing

  • Investor Portal

Portfolio Management Suite

Modular components of SPS

  • Strategy & Model Management

  • Tax-Aware Rebalancing

  • Automated Monitoring & Alerts

  • Trade Order Management

  • Operations & Compliance

  • Proposal & Onboarding

  • Reporting & Billing

  • Investor Portal

Services

Middle Office
Operations

Software-supported services

  • Trade & Position Reconciliation

  • Corporate Action Processing

  • Performance Reporting

  • Billing

Professional
Services

Strategic consultation

  • Custom Configuration

  • Systems Integration

  • Feature Development

  • Business Insights

Software

The Strategic Portfolio System™ (SPS)

The enterprise wealth management platform for the digital age

Proposal & Onboarding

Configurable, branded IPS integrated into daily portfolio management

Strategy & Model Management

Build custom strategies for all managed account programs with centralized oversight

Tax-Aware Rebalancing

Combine rebalancing and tax management into one daily automated process

Automated Monitoring & Alerts

Identify portfolios requiring attention with smart alerts & notifications

Trade 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

Portfolio Management Suite

Leverage the core rebalancing & trading components of SPS

Strategy & Model Management

Build custom strategies for all managed account programs with centralized oversight

Tax-Aware Rebalancing

Combine rebalancing and tax management into one daily automated process

Automated Monitoring & Alerts

Identify portfolios requiring attention with smart alerts & notifications

Trade Order Management

Filter, modify, organize, and trade across unlimited portfolios

Operations & Compliance

Fully integrated ops and compliance; automated alerts of potential violations

Services

Middle Office Operations

Tech-driven middle office for dramatically increased efficiency and scale

Trade & Position Reconciliation

Corporate Action Processing

Performance
Reporting

Billing

Professional Services

Strategic consultation to configure the optimal solution for your organization

Configuration to Your Workflows

Integration with
Existing Systems

New Feature
Development

Data Integration for Business Insights

Why MyVest?

Power client-centric wealth management

With MyVest, your advisors 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

With MyVest you’ll bridge silos and streamline your operations 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 and compliance, and your investors — on a single unified system.

Connect systems

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

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