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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. A subsidiary of TIAA since 2016, we are headquartered in San Francisco with offices in Austin and Philadelphia.

Anton Honikman

CEO

Award Category
Technology Providers > Portfolio Management, Accounting and Performance Reporting
Initiative
MyVest Makes Tax Management More Accessible and Systematic
MyVest’s enhanced portfolio management and rebalancing system enables advisors to implement tailored tax management best practices as a systematic part of their daily practice. Advisors can now configure core tax settings (tax-loss harvesting, asset location, gain deferral, tax lot selection), plus additional features:
  • New settings for employing tax-loss harvesting manually or automated
  • New methods for using substitute securities during a wash-sale period
  • Increased precision in asset location from a new tax impact score
  • A new asset relocation feature to relocate securities over time
  • Increased efficiency from new tax management alerts
  • New annual tax budget settings to give clients predictability of their tax liability
  • New tax savings reporting helps advisors better demonstrate their value in client conversations
Award Category
Technology Providers > Thought Leadership
Initiative
MyVest/F2 Strategy’s Discretionary Portfolio Management Research Paper
F2 Strategy and MyVest partnered to research the evolving state of discretionary advisory programs in the research paper “Control vs. Customization: Advisor Discretion Doesn’t Have to be a Zero Sum Game.” Through qualitative research, the paper investigates the current state and future needs of Discretionary Portfolio Management (DPM). We coined the term to define the advisory model commonly referred to as Rep-as-PM, since the advisory model is widely adopted outside of brokerage firms and can go by many names. We set out to learn what firms are doing to manage these programs and their advisors, including how they are responding to the tension between advisor customization vs. firm-level control of portfolios.
Resources
WHITE PAPER
DPM Research Paper
Control v. Customization in Wealth Management: Advisor Discretion Doesn’t Have to be a Zero-Sum Game.
CASE STUDY
TIAA Case Study
Learn how TIAA simplified the complexity of running multiple managed account programs.
CASE STUDY
Personal Capital Case Study
Learn how Personal Capital’s partnership with MyVest helped build a digital RIA powerhouse.