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 by automating personalization, tax management, and compliance. A subsidiary of TIAA since 2016, we are headquartered in San Francisco with offices in Austin and Philadelphia. MyVest's Strategic Portfolio System™ (SPS) enables holistic, client-centric wealth management across a firm in a single unified system. MyVest’s SPS automates the entire portfolio process from client proposals & onboarding to model-based tax-sensitive portfolio management, monitoring & rebalancing, and performance reporting & billing. MyVest serves wealth management firms through a SaaS-based delivery model that is integrated with multiple custodians, trading hubs, pricing sources, and data providers. Additionally, MyVest’s tech-driven middle office operations dramatically increase efficiency and scale.
Adding a New Dimension to Advisor Sleeves
MyVest enhanced its Strategic Portfolio System (SPS) to make shared discretion between advisors and their home office much easier through new advisor-managed sleeve functionality. A new UX, data, and workflow helps firms better manage the balance between advisor flexibility and home office control. At the same time, we expanded on our fundamental value proposition to power personalized portfolios at scale. These advisor-sleeve enhancements flow through the platform’s entire end-to-end advisor workflow from strategy & model management to client proposals and onboarding, through tax-aware portfolio monitoring, rebalancing, & trading, to performance reporting, billing, and compliance.
Inclusion and Diversity Strategy
One of MyVest’s core values is “People Matter,” and it’s a true guiding principle for us. “MyVestors” are so much more than simply organizational resources. How we work together and treat one another is an indispensable part of our company’s success.
MyVest has long held a focus on diversity, and we recently developed a formal DEI strategy and plan around three pillars:
- Driving change through talent acquisition, which emphasizes increasing the diversity of our candidate pool and reducing bias in our selection process.
- Going deeper on inclusive culture, which builds on our already strong culture of inclusion.
- Demonstrating and cultivating social responsibility, which is really about putting our money where our mouth is. Any company that is serious about the importance of DEI work must support this work in the greater community, not just within the company.
As CTO and Chief Architect at MyVest, Arlene Pons oversees MyVest’s technology direction and system architecture, guiding consistency and collaboration across all the teams in the organization. Arlene is a hands-on technology leader focused on delivering scalable, extensible enterprise solutions by mentoring engineering teams and championing innovation. As the original architect of the platform, Arlene engineered MyVest’s pioneering household data model enabling advisors to optimize the management of multi-account portfolios. She also architected the data system to unify multiple roles and end-to-end functionality across the same data and code base in real-time. Arlene strives to share ideas and standards across the company, as well as set long-term technology goals to ensure MyVest is positioned to lead the industry in holistic, tax-optimized portfolio management.