MyVest
Curated by SignalTrade life cycle management platform enhancing wealth management processes digitally.
Overview
MyVest focuses on trade life cycle management and offers an enterprise wealth management platform called the Strategic Portfolio System™. This platform aims to address the complexities of capital markets by providing solutions that encompass all phases of a trade, from initiation to settlement. The company targets organizations that are looking to improve their wealth management processes and incorporates automation and real-time processing capabilities to decrease manual intervention and minimize errors. The platform also includes risk management tools designed for financial service firms to monitor and manage operational and counterparty risks. MyVest also produces research papers and case studies related to its operations.
Key facts
- Founded
- 2001
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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