PORTFOLIO

MyVest

Bringing Wealth Management to the Next Level.

Client

MyVest Corporation is a leader in supplying highly sophisticated software tools which enable wealth managers to manage investments for their portfolio of clients.

Situation

Founded by a team of technology and financial services industry veterans including Bill Harris, former CEO of Intuit and PayPal, MyVest Corporation is a leader in supplying highly sophisticated software tools which enable wealth managers to manage investments for their portfolio of clients.

MyVest’s Strategic Portfolio System monitors every client’s portfolio every day—automatically generating trade orders that optimize tax exposure, control risk and maintain target asset class distributions as specified by individual clients. Wealth managers can make the strategic decisions and rely on the system to handle execution thus enabling them to scale up their business without sacrificing personal attention to each client.

MyVest came to Dayspring for assistance with communicating a complex, sophisticated product to busy people who needed to “get it” fast. Dayspring guided MyVest through the redesign process. Services we provided include:

  • Full website redesign
  • Custom graphic illustrations
  • Flash animations
“Dayspring does wonders blending aesthetics with functionality. And they know how to work with young companies who are iterating business strategies at the same time they are building interfaces."
Bill Harris
Co-Founder & Chairman, MyVest, Former CEO, PayPal, Intuit

Let’s talk

How can Dayspring help you? Tell us more about your organization and its needs.

415.247.9421

Ext. 102 Brand Design, Web Design, Software Development

Ext. 103 Salesforce for Nonprofits