Freedom251 › Portfolio Management Software
MyVest Strategic Portfolio System
What MyVest Strategic Portfolio System is
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 suits
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 it does well
- 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.
Facts from MyVest Strategic Portfolio System's own pages
- Allocation analysis
- Yes · myvest.com, 24 Sept 2026
- Alphathena integration
- MyVest says its partnership with Alphathena integrates personalized direct indexing capabilities with SPS. · myvest.com, 11 Oct 2026
- Asset class coverage
- multi_asset_alternatives · myvest.com, 24 Sept 2026
- Certification report
- MyVest says its SOC 3 summary report is available to customers and partners upon request under NDA. · myvest.com, 11 Oct 2026
- Configuration
- The platform can be tailored with organization-specific workflows, programs, fee schedules, branding, reports, and custodians. · myvest.com, 11 Oct 2026
- Fixed income
- A September 2026 update added security-level fixed income order generation, fixed income compliance rules, and expanded fixed income analytics. · myvest.com, 11 Oct 2026
- Headquarters
- San Francisco, California · myvest.com, 19 Oct 2026
- Integrations
- MyVest says SPS connects with other systems through APIs and integrates with custodians and market data sources. · myvest.com, 11 Oct 2026
- Intended customers
- MyVest serves broker-dealers, banks, RIAs, and service providers using a SaaS model. · myvest.com, 11 Oct 2026
- Investor access
- The platform includes an investor portal with mobile access to interactive reports. · myvest.com, 11 Oct 2026
- InvestSuite integration
- MyVest says its integration with InvestSuite makes custom investment models available in SPS’s Model Management module. · myvest.com, 11 Oct 2026
- Model-building integration
- An integration with InvestSuite makes its custom investment model building tools available within SPS Model Management. · myvest.com, 11 Oct 2026
- Order management
- The order management tools let users filter, modify, organize, and trade across unlimited portfolios. · myvest.com, 11 Oct 2026
- Performance reporting
- Yes · myvest.com, 24 Sept 2026
- Portfolio tools
- Its capabilities include strategy and model management, tax-aware rebalancing, order management, monitoring and alerts, compliance, proposal generation, performance reporting, advisor portal, and billing. · myvest.com, 11 Oct 2026
- Portfolio workflows
- SPS includes strategy and model management, proposal and onboarding, tax-aware rebalancing, monitoring and alerts, order management, operations and compliance, reporting and billing, and an investor portal. · myvest.com, 11 Oct 2026
- Pricing availability
- The pages reviewed describe the platform and invite visitors to request a demo or contact MyVest; they do not state a price. · myvest.com, 11 Oct 2026
- Purpose
- The Strategic Portfolio System (SPS) is an enterprise wealth management platform for delivering personalized, tax-optimized portfolios at scale. · myvest.com, 11 Oct 2026
- Risk analysis
- Yes · myvest.com, 24 Sept 2026
- Sales and support
- MyVest invites prospective customers to request a demo and lists Business Development & Client Services at (415) 369-9511. · myvest.com, 11 Oct 2026
- Security and compliance
- MyVest announced annual SOC 1 Type 2 and SOC 2 Type 2 certifications covering Security, Privacy, Processing Integrity, Confidentiality, and Availability. · myvest.com, 11 Oct 2026
- Security certifications
- MyVest announced annual SOC 1 Type 2 and SOC 2 Type 2 certifications covering security, privacy, processing integrity, confidentiality, and availability. · myvest.com, 11 Oct 2026
- Support and contact
- MyVest lists Business Development & Client Services at (415) 369-9511 for visitors who want to learn more or request a demo. · myvest.com, 11 Oct 2026
- Tax-aware rebalancing
- SPS combines rebalancing and tax management in one daily automated process. · myvest.com, 11 Oct 2026
Where MyVest Strategic Portfolio System stands on Freedom251
- Portfolio Management Software#50 of 81