MyVest selected as a finalist for WealthManagment.com 2015 Industry Awards

SAN FRANCISCO - May 20, 2015 - PRLog -- MyVest, a provider of client-centric wealth management technology, has been selected as a finalist for a WealthManagment.com 2015 Industry Award.  MyVest is a finalist for Technology Provider – Portfolio Management.  This award honors outstanding achievements by organizations that support advisor success.

MyVest was nominated for the portfolio management aspect of their end-to-end wealth management platform, in particular for the release of their next generation advisor-managed (Rep-as-PM) tools.  This release allows sponsors to offer their advisors more powerful portfolio management capabilities while simultaneously enhancing a firm’s centralized oversight to reduce the risk of Rep-as-PM programs.

“It is truly an honor to be selected as a finalist for an inaugural WealthManagement.com industry award.  We appreciate the recognition by our peers including the judges and advisors surveyed for this award,” said Anton Honikman, MyVest CEO.  “MyVest is continually enhancing our comprehensive wealth management platform, and to be selected as a finalist validates our efforts to provide best-in-class software to wealth management firms and their advisors.”

WealthManagement.com is the digital resource of REP. and Trusts & Estates magazines. It provides the latest news, industry trends and investment ideas for more 800,000 centers of influence in wealth management—from financial advisors and planners to estate-planning attorneys and CPAs.  To qualify for these awards, finalists were asked to demonstrate that a new initiative, program or enhancement to an existing platform enriched advisors’ business operations. A panel of ten independent judges reviewed over 300 nominations, and a survey of more than 850 Wealthmanagement.com readers across all advisory channels helped inform the list of finalists.

To view the complete list of WealthManagement.com finalists http://awards.wealthmanagement.com/wma15/public/Content.aspx?ID=1062193&sortMenu=110002&MainMenuID=1062194

About MyVest

MyVest's mission is to secure the financial future of more families by enabling their advisors to provide truly personalized wealth management at scale.  With MyVest, formerly underserved investors receive personalized solutions, advisors spend more time with clients and prospects, and wealth management firms grow into more scalable, profitable businesses.  MyVest's core offering is its Strategic Portfolio System™ (SPS), a cloud-based software and services platform that enables holistic wealth management across the enterprise in a single, unified system. Headquartered in San Francisco, MyVest draws on the Bay Area's technology and financial services communities in an innovative, collaborative environment.

MyVest has been recognized by its peers by being named best-in-class for Advisory & Client Experience in the Corporate Executive Board’s (CEB) Managed Account Platform Technology Analysis.  MyVest was also selected as a finalist for a Money Management Institute (MMI) Annual Leadership Award and as a finalist for a WealthManagement.com 2015 Industry Award.

Media Contact:

Charles Haims

MyVest, Marketing

415-369-9511

http://www.myvest.com/