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TOP OF MIND

“What-if” Pre-Trade Analysis Tool Highlights Latest SPS Release

MyVest released its final set of 2021 enhancements for the Strategic Portfolio System (SPS), allowing financial institutions and their advisors to power client-centric wealth management at scale.

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IN THE HEADLINES

The Holy Grail of an All-in-One Platform

 

MyVest included in Kitces.com AdvisorTech Directory

MyVest Celebrates 20 Years of Innovation

ONE LAST THING

Think you can’t give advisors the portfolio discretion they want while maintaining compliance oversight?

Think again. Advisor discretion doesn’t have to be a zero-sum game. Read the latest research paper from MyVest and F2 Strategy on the evolving state of Discretionary Portfolio Management (DPM) programs. In this paper you’ll learn:

  • What’s driving the growth in DPM
  • How firms and advisors are managing the tension between control and customization
  • What technology is needed to run DPM successfully
  • What next steps wealth management executives can take

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