MyVest Wealth Management Technology| Simple

MyVest is a San Francisco-based wealth management technology firm, acquired by TIAA in 2016, that sells its Strategic Portfolio System (SPS) to enterprise wealth management firms. The product is not built for individual family offices managing their own assets; it is designed for institutions such as RIAs, broker-dealers, bank trust programs, and managed account platform operators that need to deliver personalized, tax-optimized portfolios across thousands of client households at scale.

The core architecture of SPS centers on household-level portfolio management rather than account-level, which allows firms to apply tax lot selection, tax-loss harvesting, ESG restrictions, and liquidity preferences across an entire client relationship rather than treating each account in isolation. The platform supports multiple program types simultaneously, including unified managed accounts (UMA), Rep-as-PM, and bank trust programs, from a single system. Recent product development has embedded tax-aware transition planning directly into proposal generation, so advisors can produce personalized proposals and systematically execute tax-efficient transitions from legacy holdings into new strategies without manual intervention.

Key capabilities include:

• Household-level tax-aware rebalancing with tax lot selection across unlimited portfolios
• Order management system (OMS) supporting centralized and advisor-initiated trading
• Advisor Portal with practice-level and household dashboards, streamlined onboarding, and client-ready Tax Savings Reports
• Integration with Income Discovery for retirement income planning and tax-smart withdrawal sequencing
• Partnership with Alphathena for direct indexing and with InvestSuite for custom model building

For a family office operator considering MyVest, the relevant context is that the platform targets enterprise deployment at multi-advisor firms rather than single-family or small multi-family offices. Organizations running or building managed account programs for high-net-worth clients at scale will find the most fit here. Pricing is not publicly disclosed.

• Tax-aware portfolio rebalancing and tax-loss harvesting at the household level
• Portfolio transition planning from legacy holdings to new strategies
• Proposal generation with embedded transition planning
• Centralized and advisor-initiated order management across unlimited portfolios
• Retirement income planning with tax-optimal withdrawal sequencing
• Managing multiple managed account programs (UMA, Rep-as-PM, bank trust) from a single system

• Strategic Portfolio System (SPS) enterprise platform
• Household-level tax-aware rebalancing with tax lot selection
• Advisor Portal with practice-level and household dashboard views
• Investment Policy Statement (IPS) encoding for automated plan execution
• Order management system (OMS) for centralized and decentralized trading
• Tax Savings Report for advisor-client sharing
• Retirement income integration with Income Discovery (Paycheck)
• Direct indexing via Alphathena partnership
• Custom model building via InvestSuite partnership
• ESG and security restriction personalization at household level

Built for Advisors / Wealth Advisors (RIA), Investment Teams, CIO / Investment Office.

Phone and email support available; business development and client services team reachable by phone at (415) 369-9511.