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MyVest Launches Middle Office Operations Suite for the Digital Age

New suite delivers a comprehensive tech-driven solution for dramatically increased efficiency and scale SAN FRANCISCO, December 12, 2017 – MyVest, [...]

Engineering Blog: Building and Nurturing a Dream Team

[The first in a series written by members of our engineering team.] By Joanne Pons, Senior Director of Engineering At [...]

Celebrating Diversity at MyVest

One of MyVest’s four corporate values is "People Matter." We believe in respecting and valuing each individual, and we pride [...]

The QPR is Dead (The End of the Quarter is Just Another Day)

By Anton Honikman, MyVest CEO The dreaded QPR hovers ominously over the client communications landscape four times a year. Every [...]

17 Key Insights on the Future of Digital Engagement

We were honored to host the “New Rules of Engagement: The Digital Service Model” session at the 2017 MMI Annual [...]

Benzinga FinTech Summit Recap: Town Hall Panel and People’s Choice Award

The fast-paced agenda and energetic crowd made the recent Benzinga FinTech Summit in San Francisco one for the books. Benzinga did [...]

MyVest Wins “Best Tech Manager” Award Two Years in a Row

Congratulations to Brian Marchiel, San Francisco's Best Tech Manager at the 2017 TIMMY Awards! Brian Marchiel with his 2017 [...]

Brian Marchiel Named as Finalist for SF’s Best Tech Manager

Our very own Brian Marchiel, VP of Product Marketing, has been chosen as a finalist for San Francisco's Best Technology Manager in the 3rd [...]

Robo Advice: Revenge of the Incumbents [IN|VEST SlideShare]

MyVest CEO Anton Honikman co-hosted a presentation with Aite Group’s Wealth Management Research Director Alois Pirker entitled "Robo Advice: Revenge [...]

Benchmarking Managed Accounts Against Participant Goals

Originally published on PLANADVISER.com | By Lee Barney | July 27, 2017 Some industry experts believe managed account performance should not be [...]