Power

the World's

Wealth

A modern technology platform for everything wealth management

BlackRock
Wealth Council
Global View
Picton Mahoney - Asset Manager
Wellington-Altus
Neo
Peoples Group

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.

No-code configuration

Align every aspect of the OneVest platform with your brand and business without diving into code. Tailor workflows and fields effortlessly, ensuring your branding shines through every user interaction.

Modular flexibility

Select from a suite of modules, like client onboarding, portfolio management, or client portal, to add new features and integrate with your existing tech stack.

Effortless integration

Seamless integration capabilities connect OneVest's solutions with your existing infrastructure, ensuring a cohesive ecosystem.

Customizable API

Use our robust API for deep customization, embedding the full spectrum of wealth management functionalities into your organization.

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.

Client app

Configure our web and mobile apps to offer clients a personalized digital experience.

Advisor portal

Our advisor portal allows easy account handling, goal setting, performance monitoring, and sharing important documents securely—all in one place.

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.

Client app

Configure our web and mobile apps to offer clients a personalized digital experience.

Advisor portal

Our advisor portal allows easy account handling, goal setting, performance monitoring, and sharing important documents securely—all in one place.

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Jeff Woolley
President

"At Global View Capital, we are dedicated to staying at the forefront of technological innovation to better serve our clients. OneVest's robust technology suite perfectly aligns with our vision, enabling us to deliver personalized, efficient, and effective wealth management solutions."

Experience the future of wealth management