Help your clients with their financial needs by easily adding best-in-class wealth management.
Wealth Management
Made Easy
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Multiple delivery options
Launch wealth with whichever delivery options works best for you—directly integrated into your app via API, using pre-built web widgets, or offering a standalone white label app.
Simple internal user management
Track all your users and their behavior in one centralized platform. Empower all your teams, from marketing to customer support, with the user data they need to drive growth and delight customers.
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.
