VIEW TABLE OF CONTENTS
TECHNOLOGY PROVIDERS Rebalancing
MYVEST
Expanding Tax Optimization
As we continue to extend our leadership in tax, MyVest enhanced its Strategic Portfolio System (SPS) to enable advisors to consistently deliver tax management best practices, improve tax savings outcomes, and make tax-optimization a systematic part of advisors’ daily practice. Firms put tools in the hands of their advisors that deliver expanded tax-optimized rebalancing and portfolio transition capabilities, as well as the ability for more fine-tuned control over SPS’s core tax management settings (tax-loss harvesting, asset location, intelligent gain deferral, tax
lot selection, tax budgeting, drift tolerances) embedded within our platform’s daily portfolio monitoring, rebalancing and trading process. All with the continued goal of helping advisors pursue tax alpha in portfolio management and rebalancing to enhance client interactions, deliver tangible value and improve outcomes.
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. MyVest's Strategic Portfolio System™ (SPS) enables holistic, client-centric wealth management across a firm in a single unified system. MyVest’s SPS automates the entire portfolio process from client proposals & onboarding to model-based tax-sensitive portfolio management, monitoring & rebalancing, and performance reporting & billing. MyVest serves wealth management firms through a SaaS-based delivery model that is integrated with multiple custodians, trading hubs, pricing sources, and data providers. Additionally, MyVest’s tech-driven middle office operations dramatically increase efficiency and scale. A subsidiary of TIAA since 2016, we are headquartered in San Francisco with offices in Austin and Philadelphia.
230 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook