MyVest Strategic Portfolio System (SPS) is a paid SaaS wealth-management platform for broker-dealers, banks, RIAs, and service providers. It delivers personalized, tax-optimized portfolios across multi-asset and alternative investments. SPS automates workflows from proposal and onboarding through model management, monitoring, tax-aware rebalancing, order management, compliance, reporting, billing, and investor access. Its daily process combines rebalancing with tax management. Order tools support filtering, modifying, organizing, and trading across unlimited portfolios, while performance, allocation, risk, and tax-lot analysis support oversight. Organizations can configure workflows, programs, fee schedules, branding, reports, and custodians. APIs connect other systems, custodians, and market-data sources. InvestSuite adds custom investment models, and Alphathena adds personalized direct-indexing capabilities. Investor portals provide mobile interactive reports. Access is available through web, iOS, Android, and API. MyVest lists annual SOC 1 Type 2 and SOC 2 Type 2 certifications.
Who it is for
SPS is intended for institutional wealth organizations such as broker-dealers, banks, RIAs, and service providers. It suits teams managing personalized portfolios and configurable operating workflows.
What is good
- Tax-aware automated rebalancing
- Unlimited-portfolio order management
- Configurable workflows and reporting
- API and custodian integrations
- Mobile investor reporting
What to know first
- Pricing is available on request
- Enterprise platform may require configuration
- SaaS access depends on implementation
Verdict
SPS covers portfolio construction, tax management, trading, oversight, reporting, and billing in one configurable platform. Its integrations and investor portal extend the system across institutional workflows.
Compared on portfolio management software
- Asset class coverage
- multi_asset_alternatives
- Performance reporting
- Yes
- Allocation analysis
- Yes
- Risk analysis
- Yes
- Tax-lot tracking
- Yes
