Follow Thomson Reuters on Twitter™ Visit Company on LinkedIn™ Visit Group on LinkedIn™

Thomson Reuters Selects MyVest to Power New Managed Accounts Solution For Wealth Managers

3 July 2014

Integration of MyVest’s Strategic Portfolio SystemTM with Thomson Reuters Wealth Management Solutions enables firms to automate and scale managed accounts programs.

Thomson Reuters, the world's leading source of intelligent information for 

businesses and professionals, today announced an agreement with MyVest Corporation to enable 

Thomson Reuters Wealth Management customers to leverage MyVest’s Strategic Portfolio SystemTM 

(SPS) to automate the end-to-end delivery of managed accounts at scale. 

MyVest’s SPS is a cloud-based platform which allows the provision of holistic wealth management 

across an enterprise in a single, unified system. By integrating MyVest’s SPS, Thomson Reuters BETA 

customers will be able to leverage SPS from within the application to automate and scale managed 

accounts operations for certain managed programs such as mutual fund advisory, ETF advisory and 

unified managed account. 

“Managed accounts are an important component of the wealth management industry and Thomson 

Reuters is committed to helping our customers support and grow their managed accounts franchises,” 

said John Fennelly, managing director, Wealth Management at Thomson Reuters. “MyVest’s Strategic 

Portfolio System is an ideal solution for any firm which wants to transform their technology and 

operational infrastructure to scale their mutual fund advisory, ETF advisory or Unified Managed Account 

(UMA) programs. With MyVest, they can also offer the previously unattainable Unified Managed 

Household (UMH) program. We evaluated the firms in the marketplace and chose MyVest because 

they successfully combine managed accounts expertise, Silicon Valley innovation and an impressive 

management pedigree to deliver a world class product.” 

“Thomson Reuters is a proven leader in the wealth management service solutions space and MyVest is 

excited to become part of the BETA ecosystem,” said Anton Honikman, Chief Executive Officer of 

MyVest. “With SPS, wealth management firms can differentiate themselves by offering a greater level 

of sophistication in a fully integrated system. Our agreement with Thomson Reuters combines the 

Thomson Reuters, the world's leading source of intelligent information for 

businesses and professionals, today announced an agreement with MyVest Corporation to enable 

Thomson Reuters Wealth Management customers to leverage MyVest’s Strategic Portfolio SystemTM 

(SPS) to automate the end-to-end delivery of managed accounts at scale. 

MyVest’s SPS is a cloud-based platform which allows the provision of holistic wealth management 

across an enterprise in a single, unified system. By integrating MyVest’s SPS, Thomson Reuters BETA 

customers will be able to leverage SPS from within the application to automate and scale managed 

accounts operations for certain managed programs such as mutual fund advisory, ETF advisory and 

unified managed account. 

“Managed accounts are an important component of the wealth management industry and Thomson 

Reuters is committed to helping our customers support and grow their managed accounts franchises,” 

said John Fennelly, managing director, Wealth Management at Thomson Reuters. “MyVest’s Strategic 

Portfolio System is an ideal solution for any firm which wants to transform their technology and 

operational infrastructure to scale their mutual fund advisory, ETF advisory or Unified Managed Account 

(UMA) programs. With MyVest, they can also offer the previously unattainable Unified Managed 

Household (UMH) program. We evaluated the firms in the marketplace and chose MyVest because 

they successfully combine managed accounts expertise, Silicon Valley innovation and an impressive 

management pedigree to deliver a world class product.” 

“Thomson Reuters is a proven leader in the wealth management service solutions space and MyVest is 

excited to become part of the BETA ecosystem,” said Anton Honikman, Chief Executive Officer of 

MyVest. “With SPS, wealth management firms can differentiate themselves by offering a greater level 

of sophistication in a fully integrated system. Our agreement with Thomson Reuters combines the

News Details

Topic
Market Data, Trading
Media Type
Press Releases
sign in or register to read more