Editorial & Advertiser disclosure

Global Banking and Finance Review is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.

MyVest Launches Next Generation Portfolio Management Suite

Published by Gbaf News

Posted on May 18, 2018

Featured image for article about Top Stories

No longer one size fits all, enhanced overlay portfolio management engine now available as a module

MyVest, providers of innovative wealth management technology for the digital age, announced the launch of their next generation Portfolio Management Suite, reinforcing their leadership in personalized portfolio management solutions.

The Portfolio Management Suite is a focused offering for those who want to leverage only the model management, rebalancing, and trading components of MyVest’s broader enterprise wealth management platform, the Strategic Portfolio System™ (SPS).

A modern user experience and seamless workflow unify the suite’s state-of-the-art portfolio management tools. This technology powers scalable, tax-aware overlay management for any investment program — whether advisor-driven, direct-to-consumer, or a hybrid approach.

Enhanced trade order management tools make it easier to aggregate and organize trade orders across an unlimited number of portfolios. Seamless trade connectivity is provided through integration with custodians and thousands of executing brokers via leading trading hub providers.

MyVest’s expanded API enables seamless integration of the Portfolio Management Suite with a firm’s own account opening, onboarding, and investor portals.

“We’ve seen increased demand from medium to large firms for a focused portfolio management suite that integrates with their own digital user experience,” said MyVest Chief Executive Officer Anton Honikman. “We have responded to that demand by modularizing our offering and adding to our API.”

No longer one size fits all, enhanced overlay portfolio management engine now available as a module

MyVest’s expanded API enables seamless integration of the Portfolio Management Suite with a firm’s own account opening, onboarding, and investor portals.