MyVest

If you are going to the 2025 Money Management Institute Summit this week in Fort Lauderdale, FL watch for MyVest’s Mike Everett. Reach out if you want to connect. https://lnkd.in/dC_bkm7C #MMISummit

MyVest CEO, Anton Honikman, spoke with Nate DiCamillo of FundFire about UMA upgrades to MyVest’s platform and industry trends. https://lnkd.in/e_GhRS6J

MyVest receives the BISA Technology Innovation Award for upgrading the advisor-client experience. We congratulate all the other winners. https://lnkd.in/eXdeG7Xm #BISA2025

MyVestors Mike Everett, Charlie Haims and Jacki Farrell are having a great time at the BISA 2025 Annual Conference in Hollywood, FL. We are proud to be an annual sponsor of this event. #BISA2025

The MyVest team will be at the BISA 2025 Annual Conference this week. We'll be sharing our latest updates on tax overlay, tax-aware portfolio transitions, and tax impact & transition plan reporting. Come see us and pick up the latest version of MyVest Socks! https://lnkd.in/gKb2wZnG #BISA2025

If you are going to be at the American Bankers Association Wealth Management and Trust Conference in San Diego, CA this week, watch for MyVest's Mike Everett and Charlie Haims. Reach out if want to connect!  https://lnkd.in/e9_SbtJ

Show tax savings and demonstrate your value to clients when transitioning legacy portfolios with MyVest's Tax-Aware Portfolio Transition capabilities that provide advisors with Tax Impact and Transition Plan reporting capabilities. Learn more https://lnkd.in/eYcuTQVD #wealthmanagement

Transition legacy portfolios with MyVest's Tax-Aware Portfolio Transitions and better position your firm to: - Acquire advisors and their practices - Bring on new clients - Consolidate held away assets Learn more about our Tax-Aware Portfolio Transition capabilities: https://lnkd.in/eYcuTQVD #wealthmanagement

MyVest's Mike Everett will be at Financial Services Institute (FSI) One Voice in Dallas this week. Meet Mike to learn how our comprehensive tax overlay and portfolio transition capabilities can help independent financial services firms and advisors. #OneVoice2025

Minimize the tax impact of moving assets from one firm or strategy to another with MyVest’s Tax-Aware Portfolio Transitions. Tax-Aware Portfolio Transitions help your firm and advisors: - Grow their business by consolidating held away assets tax efficiently and increasing share of wallet - Consolidate programs with tax-efficient portfolio transitions that support account movements at scale - Demonstrate unique value to clients with tax impact and transition plan reporting Learn more about MyVest’s Tax-Aware Portfolio Transition capabilities: https://lnkd.in/eYcuTQVD #wealthmanagement