MyVest Strategic Portfolio System
MyVest Strategic Portfolio System: A managed-account system combining tax-aware portfolio workflows, trading, reporting, and billing. Ranked #29 of 81 in Portfolio Management Software by our editors (6.5/10); pricing: Pricing on request; best for managed-account programs focused on tax-aware investing.
At a glance
- Editor score6.5 / 10
- PricingPricing on request
- Best forManaged-account programs focused on tax-aware investing
- Asset class coverageMulti_asset_alternatives
- Facts checked24 Sep 2026
Where it wins
- Tax-aware rebalancing includes harvesting, budgeting, and wash-sale management.
- Supports portfolio transitions, monitoring, compliance checks, and order handling.
- APIs and investor portal connect portfolio workflows with other systems.
Where it doesn't
- Pricing is available by contacting sales rather than through a public plan.
- Its enterprise focus may not suit firms seeking a simpler portfolio tool.
- Mobile access is described for the investor portal, not as a verified standalone app.
Our verdict on MyVest Strategic Portfolio System
MyVest Strategic Portfolio System is a SaaS wealth management platform for broker-dealers, banks, RIAs, and service providers managing personalized portfolios across managed-account programs. Its emphasis on strategy and model management alongside tax-aware portfolio operations makes it a fit for mid-market and enterprise firms with those workflows. Proposal generation and configurable investment policy statements support portfolio delivery, while monitoring, order handling, performance reporting, and billing cover additional stages of account management.
Tax management is a notable part of the system’s scope. Daily tax-aware rebalancing is paired with tax-loss harvesting, tax budgeting, wash-sale management, and tax-lot selection. Firms can also plan portfolio transitions and report on tax impact. Alongside these tools, portfolio alerts and compliance checks provide monitoring, and order management handles trades across portfolios. This breadth may suit teams that want tax-aware management integrated into their broader managed-account operations; firms looking only for basic allocation analysis may find the offering broader than needed.
SPS is presented as an enterprise SaaS offering, with APIs for integration and named connections to InvestSuite, Alphathena, and Income Discovery. The investor portal provides mobile access to interactive reports, while cloud and mobile are listed as deployment options. According to the vendor’s sales approach, prospective customers can request a demo and contact sales about pricing rather than choose from public plans. The offering lists SOC 2 compliance. Firms comparing systems should weigh its broad operational coverage and integration approach against the effort and commercial process involved in evaluating an enterprise platform; those seeking a straightforward, publicly priced tool may prefer a narrower alternative.
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MyVest Strategic Portfolio System pricing
MyVest Strategic Portfolio System fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Yes |
| Maximum portfolios | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2 |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: InvestSuite, Alphathena, Income Discovery |
| Pricing | Pricing on request |
| Website | myvest.com |
| Facts checked | 24 Sep 2026 |
MyVest Strategic Portfolio System integrations
MyVest Strategic Portfolio System lists 3 integrations on its own site.
- InvestSuite
- Alphathena
- Income Discovery
Alternatives to MyVest Strategic Portfolio System
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all MyVest Strategic Portfolio System alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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