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
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
Portfolio Management Suite
Leverage the core rebalancing & trading components of SPS
Services
Middle Office Operations
Tech-driven middle office for dramatically increased efficiency and scale
Professional Services
Strategic consultation to configure the optimal solution for your organization
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.