InvestSuite and MyVest Partner to Deliver Custom Model Portfolio Management at Scale
In a major step toward redefining digital wealth infrastructure, InvestSuite has partnered with MyVest, a U.S.-based leader in enterprise wealth management technology to equip financial institutions with advanced tools to design and implement custom model portfolios that align with client-specific needs at scale.
Empowering Personalized Wealth Management Through Technology
This partnership centers on the integration of InvestSuite’s advanced model-building capabilities into MyVest’s Strategic Portfolio System™ (SPS). Now, both home offices and financial advisors can seamlessly create, manage, and deploy personalized investment models within the SPS ecosystem.
Advisors and institutions gain access to custom model portfolios that can be blended with a wide range of investment vehicles, including:
Mutual funds
ETFs
SMAs
Third-party models
This enables the creation of fully personalized, multi-asset class strategies, while leveraging MyVest’s tax optimization engine for portfolio rebalancing that aligns with client preferences and risk profiles.
Tax-Efficient Direct Indexing Made Accessible
One of the key advantages of this collaboration is simplified access to direct indexing and tax-aware investing. Home offices or advisors can now create direct indexing strategies that are integrated with:
Tax-loss harvesting
Risk alignment
Personal ESG or thematic preferences
For institutions looking to differentiate, InvestSuite’s proprietary InvestSuite Value at Risk (iVaR) methodology offers a human-centric risk management framework, focusing on drawdown control and time-to-recovery, rather than traditional symmetrical volatility metrics. This opens new avenues for client-friendly portfolio construction and investor communication.
Industry Voices on the Partnership
“InvestSuite’s and MyVest’s complementary strengths combine to give wealth management firms the opportunity to align unique client circumstances with tax-aware implementation at scale,” said Brian Marchiel, Chief Product Officer at MyVest.
“Working with MyVest is allowing us to close the gap between personalization and implementation,” said David Connor, Managing Director of North America at InvestSuite. “This partnership brings together two platforms with a shared vision: empowering advisors and institutions to deliver modern, customized investment experiences that are both scalable and cost-effective.”
Why This Matters for Wealth Managers and Innovation Leaders
In an era where client expectations are rising, digitally enabled customization became a strategic advantage. With this integration, wealth managers can:
Create tailored portfolios without building custom infrastructure
Scale direct indexing offerings with intelligent automation
Combine institutional-grade model management with client-level personalization
Reduce operational friction with API-based integration
This partnership is a step forward in modernizing portfolio construction, improving advisor efficiency, and delivering true personalization in digital wealth management.
About InvestSuite
InvestSuite is a B2B InvestTech company offering white-label and API-based investment solutions that help financial institutions fast-track digital transformation. With products like Robo Advisor, Self Investor, StoryTeller, and Portfolio Optimizer, InvestSuite combines science, design, and technology to build the next generation of digital investing experiences.
About MyVest
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, MyVest empowers firms to deliver personalized portfolios at scale. A subsidiary of TIAA since 2016, MyVest is headquartered in San Francisco. You can find out more about their solutions on their website.
