MyVest Sponsors the Inaugural In|Vest Conference

SAN FRANCISCO - June 17, 2015 - PRLog -- MyVest, a provider of client-centric wealth management technology, is sponsoring the inaugural In|Vest conference in New York City on June 18 & 19^th.  In|Vest 2015 will be a mix of CEO keynotes, panel sessions that pair competitors, demos from newcomers, and track sessions that will explore trends and disruptions in investing, saving and financial advice. (Event URL: http://invest.events/)

As the sponsor of the Advice Track of panels, MyVest will be on stage to introduce and guide each panel’s coverage of today’s top issues in financial advice, including:

- The advisor’s perspective on adopting hi-tech vs. hi-touch approaches

- Retail banks’ response to the mass affluent advice opportunity

- Automating and scaling a personalized experience for investors

- Giving advisors better financial planning tools to meet the challenge of digital disruption

- The democratization of previously limited investment products and services

MyVest CEO Anton Honikman will also moderate the Trends in Account Aggregation panel where James Carney, Head of ByAllAccounts & RIA Software at Morningstar, and Lowell Putnam, CEO of Quovo will explore transformational possibilities in account aggregation.

Anton says that “MyVest is excited to sponsor the inaugural In|Vest conference.  The wealth management industry is in the early days of a big digital transformation, and In|Vest is the perfect venue for a conversation of the associated themes and impacts.  As a provider of digital wealth management for the enterprise, we hope to participate in a movement that brings the value of digital services to millions, fostering better financial outcomes for all.”

About MyVest

MyVest is a pioneer in the field of holistic wealth management for financial intermediaries.  MyVest's core offering is its Strategic Portfolio System™ (SPS), a cloud-based platform that enables holistic, client-centric wealth management across the entire enterprise in a single, unified system. With MyVest, investors receive superior personalized solutions, advisors spend more time with clients and prospects, and wealth management firms grow scale and margins.  Headquartered in San Francisco, MyVest is in the center of the Bay Area's technology and financial services communities.