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Bring wealth management into the future
Created to meet the highest industry standards, our modern platform is user-friendly, customizable, and easily updated to keep pace with market trends and evolving customer demands.
Whether you're building from scratch or optimizing existing systems, OneVest offers a modular platform to power all your wealth management business functions. Our turnkey platform leans on cutting-edge technology to help you deliver a personalized experience to advisors and clients, increase operational efficiency, support compliance, and keep pace with an evolving wealth management landscape.
Streamlined onboarding
Simplify the collection of KYC information with our user-friendly interface. Reduce the need for repetitive forms, and streamline personal data integration, saving time and administrative effort.
“We are excited to partner with OneVest and implement their highly configurable platform to enhance both the client and advisor experience. This collaboration is an important step in our mission to offer unparalleled financial services supported by the best technology available.”
In the news
Insights and tools for the modern wealth professional
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