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MyVest Unlocks Greater Portfolio Personalization In Latest Release – Wealth Tech Digest #62

Key takeaways

✅ MyVest Unlocks Greater Portfolio Personalization In Latest Release

In today’s digest, we take a deep dive into MyVest, a leading provider of enterprise wealth management technology. Very recently, it announced a series of upgrades to its flagship Strategic Portfolio System™(SPS) platform. This latest release adds powerful automation that makes it possible to deliver greater personalization to client portfolios, with increasing precision, and at scale. The platform now features multi-scenario security-level substitution at the model level, enhancing existing substitution functionality. This intelligent automation accommodates unique client situations reducing the need for advisors to monitor and adjust each portfolio manually. Another feature offered by MyVest is Tax Budget Management. SPS further automates the advisor’s portfolio management experience by introducing a tax budget constraint in the rebalancing and optimization process. On top of that, it offers Improved Cash Management for Complex Strategies. SPS already enabled advisors to manage cash effectively in complex investment strategies. Now, advisors can manage many more nuanced use cases. For example, advisors can selectively remove cash targets from models, and normalize the remaining model positions.

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