04.26.24
MyVest Announces Tax-Aware Portfolio Transition Upgrades
by: Leo Almazora
MyVest announced improvements to its Strategic Portfolio System, focusing on extending tax-aware portfolio transition capabilities. “Given their associated complexities, tax-aware transitions have traditionally been handcrafted. This presents scale challenges, particularly when viewed at the firm level,” said Anton Honikman, CEO of MyVest. The latest release introduces features designed to simplify the process of transitioning legacy portfolios for firms when they onboard advisors and their books of business, consolidate clients’ held-away assets or move accounts into new strategies.
Read the full article on InvestmentNews