MyVest

MyVest is a wealth management technology company based in San Francisco and operates as a subsidiary of TIAA. The company focuses on providing financial institutions, such as wealth managers, broker-dealers, banks, and registered investment advisors, with software solutions that enhance the delivery of personalized investment advice. Their flagship product, the Strategic Portfolio System™ (SPS), automates the investment management process, including portfolio proposals, monitoring, and tax-aware rebalancing. MyVest also offers a Portfolio Management Suite, middle office operations for increased efficiency, and professional services for tailored solutions. Additionally, they provide a suite of APIs for seamless integration with other systems, promoting collaboration among various stakeholders in wealth management. MyVest's technology is utilized by a diverse range of institutional clients, including notable names like Personal Capital and TIAA. The company emphasizes client-centric portfolio management and aims to empower firms to serve more clients with customized solutions in today's digital financial landscape.