No longer one size fits all, enhanced overlay portfolio management engine now available as a module
SAN FRANCISCO, CA, May 15, 2018 /24-7PressRelease/ — MyVest, providers of innovative wealth management technology for the digital age, announced the launch of their next generation Portfolio Management Suite, reinforcing their leadership in personalized portfolio management solutions.
The Portfolio Management Suite is a focused offering for those who want to leverage only the model management, rebalancing, and trading components of MyVest’s broader enterprise wealth management platform, the Strategic Portfolio SystemTM (SPS).
A modern user experience and seamless workflow unify the suite’s state-of-the-art portfolio management tools. This technology powers scalable, tax-aware overlay management for any investment program — whether advisor-driven, direct-to-consumer, or a hybrid approach.
Enhanced trade order management tools make it easier to aggregate and organize trade orders across an unlimited number of portfolios. Seamless trade connectivity is provided through integration with custodians and thousands of executing brokers via leading trading hub providers.
MyVest’s expanded API enables seamless integration of the Portfolio Management Suite with a firm’s own account opening, onboarding, and investor portals.
“We’ve seen increased demand from medium to large firms for a focused portfolio management suite that integrates with their own digital user experience,” said MyVest Chief Executive Officer Anton Honikman. “We have responded to that demand by modularizing our offering and adding to our API.”
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. Headquartered in San Francisco, we operate as an autonomous subsidiary of TIAA. Learn more at myvest.com.
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