Help get your clients up and running with a wealth management platform that delivers personalized advisor and client experiences. Empower your clients and staff to focus on what matters most by removing or automating administrative and manual steps.
Empower Portfolio Managers & Advisors
End-to-end automation
Seamlessly integrate your custodial and execution services with your portfolio manager and advisor clients. Move from emails, spreadsheets, and error-prone manual processes to API integrations that automate every step.
A modular platform
OneVest was built to be modular, so it can fill gaps in your clients’ current processes. Whether they need a full-suite solution, or a specific element, OneVest can provide it.
Infinitely scalable
OneVest's platform grows with your business. Service all of your customers, no matter how many, with an amazing, yet simple wealth management experience.
