MyVest, a leading provider of enterprise wealth management technology, today announced MyVest AI Connect, which brings the full depth of its Strategic Portfolio System (SPS), including portfolio management, personalization, performance and account data, directly into the AI applications firms already use, including Claude, ChatGPT, and Microsoft Copilot. With MyVest AI Connect, firms can continue to focus on the primary AI application they have selected and their advisors get more efficient access to the wealth management capabilities and data MyVest has spent years compiling.

MyVest AI Connect is built on the Model Context Protocol (MCP), the open standard for connecting AI applications to enterprise data. With MyVest AI Connect, advisors and operations teams can use their firm’s approved AI applications to put MyVest’s SPS portfolio data and functionality to work in portfolio management and client conversations, from client meeting prep to portfolio review, without switching systems or pulling reports.

“Firms don’t need another AI application. Most already have one they like,” said Brian Marchiel, Chief Product Officer at MyVest. “What the AI lacks is the portfolio data behind each advisor’s clients. It can say plenty about markets and securities, but it can’t see the portfolios advisors manage for their clients. SPS supplies that data and the wealth management functionality around it. With MyVest AI Connect, advisors keep the AI application they prefer and reach MyVest’s portfolio data from it. They go from eight screens to eight seconds: one query, one answer, fully governed.”

MyVest AI Connect will enable advisors to:

  • Prepare for client meetings with briefings that combine portfolio performance, recent account activity, tax savings and personalized talking points.

  • Explain what drove portfolio performance and recent trades through client-ready commentary in plain language.

  • Spot portfolios that may need rebalancing and client accounts that warrant follow-up by reviewing an entire book of business.

  • Get answers to SPS questions in plain language, such as “How can I personalize a client’s portfolio?”

“This launch is the starting point,” Marchiel added. “We are building toward a new way of serving investors with sophisticated wealth needs, where advisors work with the AI application they prefer, powered by the most capable wealth management platform in the market. MyVest AI Connect is the first step, and the roadmap from here is ambitious, with every SPS capability set to be exposed as an MCP tool.”

MyVest AI Connect follows recent SPS additions, including Separately Managed Models (SMM) and expanded unified managed household (UMH) capabilities, reflecting MyVest’s continued investment in supporting complex investor needs at scale.

About MyVest

MyVest powers tomorrow’s wealth management firms, today. Driven by a vision for client-centric advice, we are a pioneer in enabling firms and advisors to deliver personalized portfolios at scale. A subsidiary of TIAA, we are headquartered in San Francisco. Learn more at myvest.com.

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