Buyer Fit
Target firm types
- Wealth Management Firms
- Broker-dealers
- Banks
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Enterprise wealth management platform for unified managed accounts, portfolio management, and tax management.
Description
MyVest, a TIAA subsidiary, provides an enterprise wealth management platform with its Strategic Portfolio System, supporting unified managed accounts, household-level portfolio management, and tax-aware rebalancing at scale.
APIs and Security
Security checks
Periodic SOC certification
Public APIs
No
