The Strategic Portfolio System (SPS)™

The enterprise wealth management platform for the digital age

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Why MyVest?

MyVest platform

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 60+ APIs makes it easy to integrate SPS™ with other systems essential to your success.

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