Personalized portfolios continue to evolve, but firms still face a challenge: how do you preserve manager autonomy while keeping the entire household portfolio aligned and optimized? Today we’re introducing Separately Managed Models (SMM) within MyVest's Strategic Portfolio System™. SMM enables firms to treat each model as its own security while maintaining household-level oversight and optimization. What this enables: • Advisor-managed, internal, and third-party models within a unified household portfolio • Sleeve-level tax, risk, and rebalancing settings • Household-aware cash management and allocation alignment • Preservation of manager mandates without sacrificing overlay benefits This capability was driven by customer demand and represents another step toward scalable personalization in wealth management. https://lnkd.in/gyZBc3u3 #WealthManagement #WealthTech
About us
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. Headquartered in San Francisco, we operate as an autonomous subsidiary of TIAA. Learn more at myvest.com.
- Website
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https://www.myvest.com/
External link for MyVest
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Enterprise Wealth Management, Portfolio Rebalancing & Tax Optimization, Overlay Portfolio Management, Managed Accounts, and Digital Wealth Management
Locations
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Primary
Get directions
140 New Montgomery St
15th Floor
San Francisco, California 94105, US
Employees at MyVest
Updates
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Wealth Solutions Report covers MyVest's partnership with bondIT. They say that as fixed income's role in portfolios broadens, our partnership helps wealth firms improve fixed income tax awareness, portfolio optimization and trading. And we can expect to see more innovation in this space.
This month’s Wealth Solutions Report Investments Roundup features: • MyVest And bondIT Launch Fixed Income Partnership • iCapital And Envestnet Expand UMA Partnership • AssetMark Enhances Self-Directed Brokerage Account Program • Citi Wealth Selects Advyzon For Global UMA Program • Halo Investing And Ironlight Collaborate On Tokenized Notes • Raymond James Investment Management Hires Kristi Higgins As Head Of ETF Strategy • 55ip Adds T. Rowe Price Custom Models • HFR Reports Hedge Fund Capital Record • iShares Publishes Bond ETF Research • Morningstar Examines Semiliquid Fund Risks • BetaNXT Teams With tumelo, Supports Vanguard Investor Choice • SEI And The Carlyle Group Expand Private Markets Partnership https://lnkd.in/ecDiRV5e #WealthSolutionsReport #FinancialAdvisors #WealthManagement #investments
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Thanks to the Money Management Institute and FundFire for the opportunity to discuss our recent enhancements for fixed income management within our managed accounts platform.
What’s next for UMA platforms? At the #MMAnnuaIConference in Washington, DC, Brian Marchiel, CFP® of MyVest shared with FundFire how the firm is evolving its UMA capabilities. From enhanced fixed income analytics and compliance monitoring to model construction informed by real-time market liquidity, the focus is on helping advisors build portfolios that are both precise and practical. He also highlighted the importance of better reporting, giving advisors faster, clearer ways to demonstrate the impact of tax management, rebalancing, and customization in client conversations. Watch the full conversation now. https://bit.ly/4tMxWBW And be part of these conversations shaping the industry. Register for one of MMI’s upcoming events: https://lnkd.in/eVGNHSHW #WealthManagement #UMAs #PortfolioManagement
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MyVest is partnering with bondIT, a global innovator in fixed income tech, to expand access to personalized, tax-efficient fixed income solutions. The collaboration will help advisors and wealth firms deliver more precise, outcome-driven portfolios at scale, enhancing how fixed income is constructed, optimized, and executed within a single platform. Read more: https://lnkd.in/gkZw8Ru4 #PortfolioManagement #WealthTech #FixedIncome
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Brian Marchiel, CFP®, MyVest's Chief Product Officer, is representing MyVest at the Money Management Institute's #MMISummit in Orlando this week. Enjoying this year's new format designed to foster meaningful peer connections and candid discussions. Reach out to Brian to talk about what's new. #WealthManagement
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MyVest just published a research white paper conducted by Pirker Partners examining the current & future role of householding & the Unified Managed Household (UMH) approach in delivering holistic advice. Based on interviews with leaders across broker-dealers, RIAs, and private banks, the report – Unified Managed Households and the Future of Wealth Management – highlights the gap between holistic advice and portfolio implementation, with householding and the UMH framework emerging as a critical driver to better align investment strategies with client goals, tax profiles, and liquidity needs. Learn more about the release and read the paper here: https://lnkd.in/gdmRsztB Alois Pirker, Brian Marchiel, CFP®, Charlie Haims, Mike Everett, Anton Honikman
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MyVest is proud to be named to The Financial Technology Report's list of Top 50 FinTech Companies for 2025. Read our story and link to the full list: https://lnkd.in/gDmtUTkQ #fintech #wealthtech #wealthmanagement
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Charlie Haims at MyVest published his thoughts in WealthManagement.com on ‘The Real AI in Wealth Management: Alternative Investments.’ Despite everyone talking about “AI” in wealth management, there’s a real AI reshaping portfolios: Alternative Investments. Learn why advisors who bridge education, portfolio integration, and operations will be at the forefront of modern wealth management. Read: https://lnkd.in/gVnC9vgH #wealthmanagement
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MyVest is proud to be a winner for the 2nd year in a row in InvestmentNews' 5-Star Technology Awards for the Best New Technology and Software for Investment Management Professionals! InvestmentNews selected 26 WealthTechs developing the most innovative and powerful technologies. This award recognizes how MyVest’s Strategic Portfolio System™ enables holistic, client-centric wealth management across firms in a single unified system. This award is also a testament to our customers ongoing support and our team’s dedication in continually enhancing our platform. Thank you! See the entire list: https://lnkd.in/gw6gCJmZ #wealthmanagement
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The Money Management Institute's #MMIAnnualConference in Washington, DC was a great way for MyVestors Joel Derstine, Brian Marchiel, CFP®, and Charlie Haims to catch up with friends new and old to learn what's going on in our industry! #wealthmanagement, #weathtech
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