MYVEST
MyVest's mission is to secure the financial future of more families by enabling their advisors to provide personalized wealth management at scale. With MyVest, - formerly underserved investors receive personalized solutions, - advisors spend more time with clients and prospects, and - wealth management firms grow into more scalable, profitable businesses. MyVest's core offering is its Strategic Portfolio Systemâ„¢ (SPS), a cloud-based software and services platform that enables holi... stic wealth management across the enterprise in a single, unified system. SPS automates the end-to-end delivery of personalized portfolios at scale, from client proposals and onboarding, through model-based tax-sensitive portfolio management, monitoring & rebalancing, to performance reporting and billing. As the only platform that can consolidate multiple managed account programs (Wrap, UMA, UMH, Rep-as-PM) into a single system, SPS enables wealth management firms to strategically migrate to more profitable operating models over time. Headquartered in San Francisco, MyVest draws on the Bay Area's technology and financial services communities in an innovative, collaborative environment.
MYVEST
Social Links:
Industry:
Enterprise Software Finance Financial Services FinTech Wealth Management
Founded:
2001-01-01
Address:
San Francisco, California, United States
Country:
United States
Website Url:
http://www.myvest.com
Total Employee:
51+
Status:
Active
Contact:
(866)706-6972
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Universal Analytics Wordpress Plugins
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Current Employees Featured
Founder
Newest Events participated
Participated in Benzinga Fintech Summit
on 2017-09-28 as sponsor
Official Site Inspections
http://www.myvest.com
- Host name: myvest.com
- IP address: 44.225.99.195
- Location: Boardman United States
- Latitude: 45.8491
- Longitude: -119.7143
- Metro Code: 810
- Timezone: America/Los_Angeles
- Postal: 97818
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