Blog & Newsroom
Expert perspectives on modern wealth management, platform innovation, and the technology shaping the future of financial services.
NewsOneVest Launches its AI-Native Agentic Wealth Operating System
OneVest Declares the End of the Manual Wealth Tech Era with the Launch of its AI-Native Agentic Wealth Operating System OneVest dismantles the "Manual Labor Era" with an intelligent engine built to automate the Middle Office and liberate the Advisor, elevating the entire Wealth Ecosystem. NEW YORK, NY – March 3, 2026 – Today, OneVest announces the launch of its Agentic Wealth Operating System. This is not a new tool, a chatbot, or a feature set. It is an intelligent, institutional-grade engine where AI is not an add-on, it is the very fabric of the system. This is built to redefine how modern firms operate, scale, and compete by advancing passive dashboards with autonomous execution; a decisive shift from static software to intelligent execution from command to completion. The result is eliminating the massive "Legacy Tax" where advisors are buried in hours of manual labor every week, fragmented data, and AI that does little more than summarize notes. Wealth management is at an inflection point. For decades, firms have survived by layering "modern" interfaces over decaying legacy cores, rebranding incrementalism as innovation. The result is a massive pile of complexity instead of progress: slower operations, fragmented experiences, middle-office teams trapped in a cycle of repetitive data reconciliation, siloed workflows, and shrinking returns. That era is officially over! “Most wealth management technology was built for a different era. AI in this industry has largely stopped at insight, note-taking, and reminders. That’s not transformation, it’s redecorated inefficiency,” said Amar Ahluwalia, CEO of OneVest. “Our Agentic Wealth OS doesn't just suggest operational actions; it executes them securely, compliantly, and at scale. Every hour an advisor or middle-office professional spends acting as a 'system integrator' is an hour stolen from the client experience. We are ending that era once and for all.” Elevating the Entire Enterprise: From Middle Office to Advisor While the rest of the industry remains enamoured with AI “window-dressing" - chatbots that talk but cannot act - OneVest has built an engine of execution designed to elevate every stakeholder in the firm: For the Advisor: The End of Administrative Burden. Advisors are finally liberated from the "Swivel Chair" workflow. The Agentic Wealth OS handles the heavy lifting of opening accounts, initiating fund movements, and data entry. It prepares client summaries and handles the "operational drag," allowing advisors to move from task managers back to relationship leaders, enhancing the advisor-client experience. For the Middle Office: Autonomous Operations. The platform acts as a digital workforce. It extracts and transposes data from complex documents and orchestrates multi-step workflows. From complex multi-jurisdictional compliance to automated fee billing, agentic workflows navigate the enterprise effectively, turning the middle office from a cost center into a productivity engine. For the Enterprise: An Intelligent System. Built on a unified, institutional-grade infrastructure, the Agentic Wealth OS removes the need for firms to act as their own IT integrators. The engine proactively identifies slippage, revenue opportunities, and compliance risks, validating outcomes and enforcing compliance by executing necessary fixes across the firm before a human even opens a browser. Elevating Enterprise ROI This is a total reset of the wealth enterprise value chain. By offloading the "manual labor tax" to an agentic layer, OneVest delivers a generational shift in productivity and a triple-threat of ROI: Operational Efficiency:Drastic reduction in middle-office overhead and error rates through automated, self-orchestrating workflows.Superior Experience:A frictionless, digital-first journey for both the advisor and the end-customer.Growth & Recruitment:A modern, agentic environment becomes a primary driver for top-tier advisor recruitment and increased firm-wide ROI. “Modernizing legacy infrastructure by layering on new features is like strapping a jet engine to a horse-drawn carriage; costly, disruptive, and still limited by the original design,” said Nathan Di Lucca, CTO of OneVest. “We didn’t build a better dashboard. We moved beyond static data to create a system that understands context and takes action. The future of wealth management will be built by firms that embrace an agentic operating system to elevate their people, or it will be built without them." The New Standard: Stop Managing Software, Start Deploying Intelligence OneVest is setting a new benchmark for the industry, one where AI doesn’t just inform decisions, but executes them. Where firms scale without sacrificing control or compliance, and where technology becomes a competitive advantage, not a bottleneck. About OneVest OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system. By advancing fragmented legacy software with a unified, AI-native platform built for autonomous execution, OneVest enables firms to operate with greater speed, control, and scale. Its open architecture deploys intelligence across the enterprise, transforming operations and freeing advisors to grow. OneVest serves financial institutions across the U.S., Canada, and global markets. Contact marketing@onevest.com
NewsOneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System
New York, NY – November 19, 2025 — OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, today announced the expansion of its multicurrency capabilities designed to help institutions more effectively manage clients with international assets and globally diversified portfolios. This enhancement builds on OneVest’s recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies.As wealth management professionals increasingly operate across regions, currencies, and regulatory environments, OneVest’s updated multicurrency functionality will provide advisors the tools and flexibility needed to manage complex relationships through a single, integrated platform. Enhanced Multicurrency Support for Global Advisors Alongside existing USD and CAD capabilities, firms will soon have access to OneVest’s unified multicurrency framework, including: Expanded Currency Coverage: Upcoming support for EUR, GBP, AED, and JPY, enabling firms to meet the needs of global investors and cross-border familiesCurrency-Aligned Reporting: Unified, currency-consistent reporting and performance measurement that automatically adapts to the client’s preferred base currency Multicurrency Billing & Operations: Streamlined billing and fee calculations across new currencies, reducing manual work and improving accuracy “As wealth professionals look beyond their home markets, they need systems that can grow with them,” said Amar Ahluwalia, CEO and Co-Founder of OneVest. “These moments, when clients relocate, inherit foreign assets, or begin earning global compensation, demand a platform that can keep pace, so firms can support those shifts without disrupting the way they already operate.” Streamlined Cross-Border Management The enhanced multicurrency framework supports the full lifecycle of global wealth management, from onboarding through account servicing and continuous reporting. Key benefits include: Consistent Client Statements: Presented in the client’s selected base currency and unified within a single, integrated view across the platformSimplified Account Management: Designed for advisors supporting clients with both domestic and international assets, without changing systems or workflowsReduced Operational Risk: Enabled by standardized currency treatment across reporting, billing, and reconciliation within OneVest’s unified operational framework “Firms shouldn’t have to stitch together-plug ins or separate systems just to manage currency exposure,” said Nathan DiLucca, Chief Technology Officer at OneVest. “By adding these new currencies directly into OneVest, we’re giving institutions a more dependable and centralized way to handle, and expand, global portfolios.” The OneVest Advantage With this update, OneVest continues to lead the industry in delivering: Modular, scalable architecture built for multi-region support Unified advisor and client experiences, tailored to user preferences Dynamic workflows that adjust based on regulatory and operational needs Faster time-to-market for enterprise firms looking to serve new geographies About OneVest OneVest is a financial technology company transforming wealth management through a unified, modular platform that streamlines everything from onboarding to portfolio management and analytics. Its open architecture and microservices design enable financial institutions to configure solutions that fit their business, while delivering a seamless advisor and client experience. OneVest serves financial institutions across North America and global markets.
NewsOneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences
New York, NY – November 13th, 2025 — OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, today announced a significant expansion of its multilingual capabilities, with additional language and currency support designed to make wealth management more accessible, inclusive, and globally scalable. While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience. “We’re empowering wealth management firms to deliver more personalized and trusted experiences to their clients, while giving them the tools they need to grow their businesses confidently,” said Amar Ahluwalia, CEO and Co-Founder of OneVest. “Whether they’re serving multilingual households or managing cross-border portfolios, advisors can now operate in the language that best fits their clients’ needs.” Breaking the Language Barrier in Wealth Management OneVest’s localization feature supports English, French, and Spanish today, with Simplified Chinese, Japanese, Arabic, and Portuguese launching in early 2026. This expansion will enable RIAs, home offices, and enterprise firms to serve increasingly diverse households and regions with ease. Unlike many legacy systems that rely on static or partial translations, OneVest’s multilingual experience is deeply integrated across onboarding workflows, advisor and client portals, performance reports, statements, and compliance documentation. Each layer adapts dynamically based on user preference, creating a unified experience for advisors and clients. “This expansion builds on OneVest’s modular architecture to help firms scale confidently into new markets, meet regulatory expectations, and offer a premium experience to every client, regardless of language,” said Nathan DiLucca, Chief Technology Officer at OneVest. Platform Highlights: Language support for English, French, and Spanish across the full platform, including advisor portals, client onboarding, reports, statements, and agreementsExpanded language support coming soon for Simplified Chinese, Japanese, Arabic, and Portuguese, available across all key platform experiences.Configurable language preferences at the user, client, and home office level, enabling advisors to tailor communications and documents based on client demographics. The OneVest Advantage: OneVest continues to lead the industry in delivering scalable, intelligent infrastructure that adapts to the way modern wealth firms operate, including: Modular, scalable architecture built for multi-region support Unified advisor and client experiences tailored to user preferences Dynamic workflows that adjust based on regulatory and operational needs Faster time-to-market for enterprise firms looking to serve new geographies About OneVest OneVest is a financial technology company transforming wealth management through a unified, modular platform that streamlines everything from digital onboarding to intelligent workflows. Its open architecture platform enables financial institutions to configure solutions that fit their business, while delivering a powerful advisor workspace and client experience. OneVest serves financial institutions across North America and global markets. To learn more, visitwww.onevest.com For more information please contact: marketing@onevest.com
NewsOneVest Accelerates Growth with Its Configurable Wealth Operating System, Ushering in a New Era of Modular, No-Code Infrastructure
Fast-Growing Fintech Firm Introduces Its “One View. One Flow. One Hub” Approach New York, NY, November 5, 2025—OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, is accelerating its growth across North America. Following a $20 million Series B led by Salesforce Ventures, OneVest’s open-architected platform bridges legacy technology gaps by unifying onboarding, compliance, and client servicing into intelligent, adaptive workflows. As part of this momentum, OneVest is also unveiling a refreshed brand identity around the company’s mission of unifying fragmented data and workflows into a single, modern experience for advisors and clients. Key Benefits for Wealth Managers RIAs and wealth managers typically use between six and 12 different technology systems to run their practices, making compliance oversight complex and client experiences fragmented. By consolidating first- and third-party tools into a single wealth operating system, OneVest’s open-API architecture connects existing tech stacks, integrating CRM, financial planning, custodians, and reporting into one login, without costly rip-and-replace migrations. "We are quickly scaling to meet the market at a pivotal time, as legacy vendors struggle to keep pace with the demand for modern, flexible technology," said Amar Ahluwalia, CEO and Co-founder of OneVest. "Our excitement, and the excitement of our investors, revolves around the strength of our platform and our proprietary workflow technology. We enable RIA firms to deploy and scale rapidly, delivering differentiated client experiences without being held back by outdated systems.” OneVest Delivers Four Core Advantages OneVest has structured its platform around four core advantages: Modular Infrastructure & Delivery - Built on modern open architecture, home offices and advisors can adopt the modules they need (onboarding, compliance oversight, client portals) or deploy the full suite for maximum impact.Configurable, No-Code Workflows - With intuitive, no-code tools, firms can customize workflows, dashboards, and client interactions in minutes, empowering efficiency, speed, and flexibility.Unified Experience Layer - Acting as the orchestration hub, OneVest integrates CRM, planning, custodians, and reporting into a single source of truth, eliminating system toggling and streamlining the advisor-client experience.Accelerated Time-to-Value - API-first design and turnkey integrations enable firms to go live in weeks, not months, delivering faster ROI, adoption, and scalability. The OneVest Approach: “One View. One Flow. One Hub.” Advisors today spend nearly 20% of their time on administrative tasks, according to industry surveys. That drag not only limits client engagement but also exposes firms to compliance risk and rising costs. OneVest addresses this head-on with a configurable solution that consolidates every client goal, account and document into a single platform. This includes: One View – A unified client-advisor experience, bringing every relationship and data point into one complete picture.One Flow – An intelligent workflow engine that adapts to the advisor’s business, automating processes, reducing errors, and freeing both advisors and the home office to focus on growth and client relationships.One Hub – The central command center for the entire wealth management firm—streamlining advisor operations while equipping the home office with oversight, compliance, and enterprise-level controls, all in one place. OneVest Brand Refresh: “Tomorrow’s Technology. Today’s Wealth” As part of this increased market penetration, OneVest is unveiling a new brand identity that embodies clarity and transparency. The updated aesthetic reflects the firm’s approach to unifying fragmented data and interactions into a seamless wealth management experience. Centered around the metaphor of a “single pane of glass,” it conveys visibility, cohesion, and dynamic interaction, reinforcing OneVest’s mission to deliver a modern platform and experience for advisors and clients. Meet OneVest at IMPACT 2025 - Denver Stop by Booth #1724 to see how OneVest is redefining wealth management with a unified platform built for modern RIAs, financial institutions and banks. Experience live demos showcasing how OneVest’s Wealth Operating System connects data, workflows, and custodians to simplify operations and elevate both the advisor and client experience. About OneVest OneVest is a financial technology company transforming wealth management through a unified, modular platform that streamlines everything from digital onboarding to intelligent workflows. Its open architecture platform enables financial institutions to configure solutions that fit their business, while delivering a powerful advisor workspace and client experience. OneVest serves financial institutions across North America and global markets. For more information please contact: marketing@onevest.com
NewsOneVest Strengthens Custodian Connectivity with New Aviso Integration
Toronto, ON – November 4, 2025 – OneVest, which delivers a Wealth Operating System that unifies and modernizes wealth management, today announced a new custodial integration with Aviso. OneVest supercharges platform connectivity for wealth firms with new custodial integration with Aviso. This enhanced interoperability enables firms to unify core operational workflows within the OneVest platform, streamlining operations and accelerating digital transformation. This new integration with Aviso highlights OneVest’s ability to deliver end-to-end connectivity on accelerated timelines, enabling firms to streamline operations, modernize client experiences, and move confidently toward full-suite platform adoption. The Aviso integration enables firms that custody with Aviso to achieve end-to-end platform connectivity across onboarding, client and advisor portals, portfolio management, fees and billing, reporting, and more. It joins OneVest’s expanding network of custodian integrations, designed to support multi-custodian environments and minimize switching friction for firms. These integrations are a key pillar of OneVest’s mission to provide secure, unified data infrastructure across the wealth management ecosystem. This full end-to-end integration with Aviso includes robust support for account opening, trading, and money movement, delivering a comprehensive custodial integration that streamlines key operational workflows from front to back office. Built in a sophisticated and scalable pattern, it allows firms using Aviso as a custodian to onboard onto the OneVest platform with ease and gain immediate access to OneVest’s industry-leading front-end tools. By collaborating directly with custodians, OneVest shortens time-to-value for its partners. As we continue to expand our partner ecosystem, OneVest leads the way in delivering flexible, enterprise-grade infrastructure designed for today’s modern wealth management. "Our ability to swiftly integrate with custodians like Aviso is a core strength of OneVest’s open architecture platform," said Amar Ahluwalia, CEO of OneVest. "We’re proud to support forward-thinking firms in delivering innovative client experiences and transforming advisor workflows." About OneVest OneVest is a financial technology company transforming wealth management by delivering a wealth operating system through a unified, modular platform that streamlines everything from onboarding to portfolio management and analytics. Its open architecture design enables financial institutions to configure solutions that fit their business while delivering a seamless advisor and client experience. OneVest serves institutions in the U.S., Canada, and global markets. Contact: marketing@onevest.com. About Aviso Aviso is a leading wealth management services provider for the Canadian financial industry, with over $160 billion in total assets under administration and management as of October 31, 2025. Aviso is building a technology-enabled, client-centric wealth management ecosystem. Its clients include partners, advisors and investors. Aviso is a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Aviso’s dual-registered investment and mutual fund dealer and insurance services support thousands of investment advisors. Its asset manager oversees a growing lineup of investment solutions, including NEI funds and portfolios, and its Managed Assets Program provides a comprehensive range of separately managed accounts. Aviso’s online brokerage, Qtrade Direct Investing®, empowers self-directed investors, while its automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. Aviso is backed by the collective strength of its owners: the credit union Centrals, Desjardins, and Co-operators/CUMIS. Aviso is proud to power businesses that empower investors. For more information visit aviso.ca.
BlogAdvisor Onboarding in 2025: Why the Right Tech Stack Could Be Your Growth Engine
In today’s competitive RIA landscape, your technology stack can be the deciding factor between an advisor joining your firm, or your competitor’s. In 2024, roughly 35,000 U.S. RIA advisors moved firms, according to ISS Market Intelligence. While compensation still plays a role in these moves, it’s no longer the top deciding factor. Increasingly, advisors are weighing how well a firm’s technology supports them from day one: and that first impression can make all the difference. Our recent contribution to WealthManagement.com explores why onboarding technology has become a powerful driver of recruitment, retention, and AUM growth. The Hidden Cost of Inefficiency A slow or disjointed onboarding process doesn’t just frustrate new hires. It ripples through the entire organization. Recruiting cycles stretch longer while advisors spend valuable client-facing hours troubleshooting systems instead of building relationships. Clients will also feel the delays, eroding satisfaction and loyalty. In the close-knit advisor community, these experiences don’t stay quiet for long. A reputation for cumbersome onboarding can hurt a firm’s ability to recruit in the future, even if other aspects of the offer are strong. Building an Advisor-Centric Tech Stack Onboarding isn’t just a back-office process, it’s the first real test of your firm’s promise to new advisors. Advisors look to the firms and home offices as the experts. Demonstrating a proven ability to successfully onboard new practices builds confidence and reassures advisors being recruited that they are joining a partner who does this exceptionally well. Done right, it sets the tone for the relationship and accelerates their path to success. The most effective systems are modular, configurable, and designed for speed, flexibility, and easy integration. Here’s how to turn onboarding into a true competitive advantage: Map the onboarding journey and identify where technology slows things down.Adopt modular platforms with quick deployment, client-first design, and seamless integration with existing systems.Prioritize speed-to-revenue by choosing solutions that help advisors serve clients faster.Measure success using metrics like onboarding time, advisor satisfaction, and expense ratios to confirm ROI. Advisors gravitate toward platforms that bring their core systems together, like CRMs, portfolio management systems, onboarding checklists and client portals, into one cohesive workflow. They appreciate technology that uses AI to streamline tasks, speed up document reviews, and spot potential compliance issues before they become problems. Just as importantly, they want an interface that feels simple and intuitive, making it easy to deliver a top-notch experience to their clients. The First Impression That Fuels Growth With McKinsey projecting a looming advisor shortage, minimizing onboarding friction isn’t just smart, it’s essential to keeping top talent.Modern, integrated technology signals that your firm is growth-oriented and committed to innovation. And when onboarding is efficient, advisors start generating revenue sooner, leading to earlier asset growth, improved productivity, and stronger firm-wide performance. Read the full article in WealthManagement.com’s 2025 Midyear Outlook to learn how the right tech stack can become your firm’s growth engine.
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BlogAI in Action: Key Takeaways from Wealth Management EDGE 2025
This year’s Wealth Management EDGE conference made one thing clear, AI is no longer a future promise; it’s a present-day force transforming how wealth management firms operate, scale, and serve clients. From streamlining onboarding to redefining portfolio construction, AI took center stage throughout the event. In a standing-room only panel, our very own CEO, Amar Ahluwalia joined industry leaders to discuss the operational power of AI in wealth management for today and tomorrow. In the panel, “Work Smarter, Not Harder: AI’s Role in Operational Excellence,” Amar emphasized a key truth: firms don’t just need AI—they need actionable AI and firms that use AI will outpace those that don’t. He discussed how platforms like OneVest are applying intelligent systems not for novelty, but for meaningful, measurable outcomes across the investor lifecycle enabling firms and their advisors with higher client engagement and most importantly satisfaction. OneVest is helping firms eliminate friction at the very first step of the investor journey. We recognize that legacy and traditional processes are manual, and the need to leverage technology to help digitize and streamline onboarding and other workflows result in faster time-to-fund and a vastly improved advisor and client experience. Key Theme: The CX Factor, What’s Defining the Modern Wealth Client Experience A great CX (Client Experience) isn’t just about efficiency, it’s about the bond a client feels with their advisor. Trust, timing, and relevance are what deepen that connection, and where confidence and loyalty are built. Advisors consistently show up with the right support at the right moment. AI is enabling a new era of personalization, helping advisors engage more meaningfully by anticipating needs, surfacing opportunities, and deepening trust.At OneVest, we believe AI should enhance, not replace, the human side of wealth management. Our Next Best Action feature is designed with that in mind. It offers timely prompts so advisors can stay ahead of client needs before they even arise, helping to strengthen relationships and deliver an elevated client experience that feels personal, not transactional. Key Theme: High Focus towards Organic Growth — How Technology Becomes the Growth Engine One of the most resonant themes at the conference was the rising urgency around organic growth. After years of M&A dominating the conversation, firms are now looking inward—asking how they can grow smarter, not just bigger. Technology is emerging as the key enabler in this shift.At OneVest, we're directly addressing this shift in behavior by delivering a platform that helps firms unlock growth through better client experience, faster onboarding, and efficient advisor workflows. With the modular and an API-first infrastructure, firms are empowered to scale intentionally without relying solely on acquisitions. OneVest makes organic growth not just possible, but repeatable by removing operational frictions and enabling seamless digital engagement for both the advisors and their clients. Key Theme: Wealth Transfers and Intergenerational Planning With over $84 trillion beginning to transfer between generations, Technology is taking a front seat and becoming critical in helping firms prepare. Preparing for a generation that is digital first and will expect the same with the management to their wealth. OneVest’s platform is built with the end client in mind, ensuring every interaction feels intentional, intuitive, responsive, and aligned with the digital standards today’s investors expect. Our design and product teams have intentionally crafted experiences that provide a best-in-class interface the next generation is already accustomed to in their everyday lives, bringing that same level of ease and engagement to their wealth management journey. This seamless digital experience doesn’t just meet expectations; it strengthens the client’s association of the firm with innovation, trust, and forward-thinking service. Moving from Theory to Execution As Amar said during the panel: “AI is not replacing advisors—it’s equipping them to deliver more value, faster.” At OneVest, we believe the most transformative AI doesn’t sit behind the curtain. It shows up every day—in every workflow, every client conversation, and every investment decision. We left Wealth Management EDGE energized by how aligned the industry is around the role of technology and AI must play. The question is no longer if, but how fast firms can adopt, integrate, and scale these innovations.
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NewsWealthTech Disruptor, OneVest Recognized for Innovation and Market Impact with Dual Finalist Honors at 2025 Wealthies Awards
New York, NY – June 10, 2025 - Following its successful Series B funding round led by Salesforce Ventures, OneVest is redefining WealthTech and bringing its transformative, full-stack wealth management platform to financial institutions across the US. This strategic growth underscores OneVest’s commitment to reshaping the future of wealth management with technology that enables seamless, scalable, and intelligent investing experiences for Advisor, Client and Home Office. As the industry evolves, OneVest’s modular platform is helping RIAs, banks, asset managers and insurance companies modernize how they deliver wealth management solutions and services, driving operational efficiency, enhancing client engagement, and reducing time to market. Recognized by the Industry That momentum has earned OneVest finalist recognition in two categories for the 2025 Informa Connect Wealth Management Industry Awards: Client Onboarding/New Account Opening – Digital Onboarding PlatformInnovation Platforms – Next Best Action Powered by AI These honors validate OneVest’s leadership in delivering cutting-edge solutions that simplify complex processes and enhance advisor productivity.A standout innovation is Next Best Action Powered by AI, a feature that delivers real-time, proactive recommendations to advisors. By surfacing intelligent, context-aware prompts, the tool helps wealth managers engage clients more effectively, take timely action, and ultimately drive better financial outcomes. It is part of OneVest's recently announced Enhanced AI suite and a key differentiator in the wealthtech space.Furthering this leadership in innovation, OneVest will be featured at Wealth Management EDGE, the industry's leading thought leadership event. Co-Founder and CEO Amar Ahluwalia will speak on the AI Assembly Track on the “Work Smarter, Not Harder: AI’s Role in Operational Excellence” panel held on Tuesday, June 10 at 2:50–3:30 PM ET.The session will explore how firms can harness AI to enhance operations and empower advisors in an increasingly complex environment. Orchestrating the Entire Wealth Stack OneVest’s platform is designed with open architecture at its core, enabling effortless integration with third-party systems across compliance, custodial services, CRM, and more. This universal orchestration allows financial institutions to customize and control their entire tech stack without compromising scale or performance.An important part of wealth management solutions is the integrations to the custodian ecosystem. OneVest continues to deepen relationships with leading custodians and infrastructure providers, including Charles Schwab, Envestnet, APEX, DriveWealth, Hilltop, Plaid and many more, offering clients unmatched flexibility and connectivity across their operations.These integrations accelerate time-to-value for new OneVest clients by significantly reducing implementation effort. With built-in connectivity to leading custodians and infrastructure providers, firms can onboard quickly, minimize manual setup, and immediately deliver a modern, unified experience to both advisors and end clients—without heavy development work. Streamlined Advisor Onboarding for Growing Firms OneVest is the right choice for modern RIA firms looking to scale fast by attracting top advisor talent.Advisor transitions are often messy, manual, and resource-intensive, both for the incoming advisor and the firm. Many RIAs rely on fragmented processes that create bottlenecks, increase compliance risk, and slow down AUM transfers. For advisors, the operational burden and uncertainty of joining a new firm can be a major deterrent, and for firms, it’s a costly and inconsistent experience that strains transition teams and jeopardizes client retention.OneVest solves this with a fully digital, end-to-end advisor onboarding experience. Configurable workflows, embedded compliance tools, and integrated data infrastructure reduce manual lift, eliminate redundant processes, and accelerate time to revenue. Advisors can bring over their book smoothly, while firms maintain full visibility and control. For growing RIAs, this means faster ramp-up times, fewer errors, and a standardized onboarding journey aligned with firm policies and brand expectations, helping firms recruit top talent and scale with speed. About OneVest OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. With backing from leading investors such as Salesforce, Deloitte, Allianz, TIAA, OMERS, Fin Capital, FJ Labs and many more, OneVest is positioned at the forefront of wealth management innovation. Contact: marketing@onevest.com
NewsOneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investor
April 9, 2025 - New York, NY - OneVest is pushing the limits of modular wealth infrastructure with its white-labeled mobile app, deployed and transforming the way customers and advisors operate today. Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation. A trusted platform for tracking investments and easily accessing key documents, all at your fingertips. “This mobile app from OneVest supports our vision of delivering intuitive tools and best in class digital experiences for our clients,” said Brian Casey, CEO of Westwood Holdings Group Inc. and President of Westwood Wealth Management. “It pushes our digital strategy forward and reinforces our commitment to innovation in client experience.” Custom-Branded, Mobile-Ready Available natively on both Android and iOS, the mobile app is designed to meet the expectations of today’s investors and the demands of growing firms. Enterprises gain an enhanced mobile experience without the time and cost of building it from the ground up. The app offers no-code personalization, allowing enterprises to design and deploy custom user journeys, UI, and data visualizations that align with their client service practice. It’s the next-gen mobile platform that shortens time to market and puts firms in full control. Enabling Advisor Efficiency Empowered clients lead to more efficient advisors. By providing clients with full access to account details, documents, and market insights, they are better equipped to manage their own needs and stay engaged—allowing advisors to dedicate more time to strategic planning and advice. This dynamic creates a savvier technology relationship, where the advisor-client interaction aligns with today’s seamless integration of a digital lifestyle. Engaging Clients Where They Are Clients get a self-serve, intuitive wealth experience that rivals the best in fintech. Secure onboarding can be completed directly through the app, giving clients instant access to their accounts. They can monitor market values, move money, view past and upcoming transactions, while exploring their portfolios through flexible formats including enriched visuals, charts, and filters by sector or asset class. Documents, tax files, and agreements are easily accessible in one place. With embedded market data and biometric login for added security, the OneVest mobile app is built for both everyday convenience and long-term confidence. “It’s the culmination of our platform strategy in action, where design, data, and infrastructure converge,” said Amar Ahluwalia, Chief Executive Officer at OneVest. “Our mobile app represents the future of wealth management—empowering both clients and advisors with seamless, real-time access to critical information and insights, all while delivering a fully branded experience. We’re not just meeting the demands of today’s investors; we’re leading the transformation of wealth management." About OneVest OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit www.onevest.com. Contact: marketing@onevest.com
NewsOneVest Unveils AI-Driven ‘Next Best Action’ feature to Revolutionize Client Engagement
New York, NY – March 18, 2025 – OneVest, a leader in wealth management technology, is proud to announce the launch of ‘Next Best Action’, the first feature in its AI-Enhanced Suite—bringing transformative, AI-powered intelligence to wealth management technology. This innovative feature is designed to elevate client engagement and streamline advisory workflows. Leveraging advanced AI, OneVest’s ‘Next Best Action’ analyzes comprehensive client data to deliver intelligent, real-time recommendations—helping advisors create more timely and personalized interactions. In today’s fast-evolving landscape, advisors face increasing demands to provide tailored insights while managing complex portfolios. The ‘Next Best Action’ addresses this challenge by offering timely and data-driven recommendations that help advisors anticipate client needs, optimize decision-making, and strengthen relationships. Whether it’s identifying opportunities to refine financial planning strategies, streamlining compliance updates, or enhancing client communication, this new feature transforms how advisors interact with their clients every day. “OneVest is leading the way in AI-driven innovation for wealth management, and ‘Next Best Action’ is just the beginning,” said Amar Ahluwalia, CEO & Co-Founder of OneVest. “This feature is part of a broader suite of AI-powered solutions we are developing to help advisors work smarter, deliver hyper-personalized experiences, and stay ahead in an increasingly competitive market.” OneVest’s commitment to innovation ensures that financial institutions and advisors have the tools they need to remain agile and responsive to client expectations. With OneVest’s open and modular platform, ‘Next Best Action' can be seamlessly embedded into existing customer ecosystems enabling advisors to easily access AI-driven insights within their existing workflows, making every client interaction more impactful. About OneVest OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit OneVest.com.
NewsOneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors
New York, March 10, 2025 – OneVest, a cutting-edge financial technology company, has announced a new partnership with Envestnet, a leader in transforming the delivery of financial advice through its ecosystem of connected technology, advanced insights and solutions. This collaboration will integrate OneVest’s configurable technology solutions within Envestnet’s powerful portfolio management platform, providing enterprises in Canada with a modern, seamless client experience that is both scalable and adaptable. Through this partnership, OneVest’s solutions will enable enterprises in the Canadian market to leverage a robust, out-of-the-box client experience layer on top of Envestnet’s tools. The pre-integrated platform offers enterprises a highly customizable, white-labeled solution for both desktop and mobile applications. Organizations can tailor these applications to meet specific branding, business, and regional needs, while also offering bilingual capabilities in English and French. “This partnership represents a major leap forward in our mission to Power the World’s Wealth,” said Amar Ahluwalia, CEO of OneVest. “By joining forces with Envestnet, we’re equipping enterprises and advisors with cutting-edge technology that not only enhances the client experience but also adapts to their evolving business requirements. Together, we’re setting a new standard for wealth management platforms.” “Partnering with OneVest strengthens our commitment to meeting the evolving needs of clients in the Canadian market, while empowering more financial advisors and service providers with the technology and intelligence needed to drive better client outcomes,” said Blake Wood, Head of Platform Strategy at Envestnet. “This collaboration broadens Envestnet’s ability to meet client needs in the Canadian marketplace, with a bilingual user interface that enables advisors to deliver a more personalized and impactful experience to their clients.” Envestnet’s technology powers some of the largest financial institutions in North America. Integrating OneVest’s innovative solutions into Envestnet’s platform ensures these enterprises have the tools to grow and succeed in an increasingly competitive market. OneVest continues to lead the industry with its modular, end-to-end wealth management platform that addresses the diverse needs of financial institutions. Its partnership with Envestnet reflects a shared commitment to delivering cutting-edge capabilities for advisors and their clients in Canada. About OneVest OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. About Envestnet Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions—backed by industry-leading service and support. Serving the wealth management industry for 25 years with approximately $6.5 trillion in platform assets, Envestnet technology and services are trusted by more than one-third of all financial advisors. Many of the largest U.S. banks, wealth management and brokerage firms, and RIAs depend on Envestnet to help drive business growth and productivity—and deliver better outcomes for their clients. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_).
NewsApex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Management Technology Landscape
March 4, 2025 – DALLAS, TX — Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, and OneVest, a leader in wealth management technology, have entered into a strategic collaboration aimed at offering modern technology that can help growth-minded companies build unique digital investor experiences or fill gaps in their current tech stacks. This alliance combines the flexible, composable structure of the OneVest platform with the built-for-scale custodial platform from Apex AscendTM. Together, we offer our clients a wider array of flexible technology, giving them more ways to modify, replace, or add new modules without disrupting their entire systems. Furthermore, by integrating the OneVest solutions into Apex Ascend, we expand Ascend’s back-office-focused capabilities by adding a configurable front-end experience for advisors and investors, along with a mobile app. Through this collaboration, Apex clients will be able to access OneVest’s versatile product offerings directly through Apex Ascend, enhancing features and workflows with a minimal lift from their in-house developers. “We are thrilled to partner with Apex Fintech Solutions, a company that shares our commitment to innovation and excellence in the financial industry,” said Amar Ahluwalia, Chief Executive Officer of OneVest. “This collaboration will enable us to leverage Apex’s proven technology to deliver more flexible, efficient, and personalized investment solutions to our clients, empowering them to achieve their financial goals.” "Joining forces with OneVest aligns with our mission to provide advanced technology solutions that drive the future of investing,” said Connor Coughlin, Chief Commercial Officer of Apex Fintech Solutions. “Together, we are set to push the boundaries of what is possible in the investment realm, offering clients unprecedented access to modern advisor tools, digital investor experiences, enterprise management solutions, and much more, all designed to streamline and enhance their digital experiences.” As investors demand more digital investing experiences and firms adapt to meet the needs of the mass market, monolithic platforms will no longer be able to flex and adapt. This alliance between OneVest and Apex will allow both companies to help their clients stay equipped to meet investors’ needs today and tomorrow. About OneVest OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit OneVest.com. About Apex Fintech Solutions Apex Fintech Solutions is a fintech powerhouse enabling seamless access, frictionless investing, and investor education for all. Apex’s suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke solutions through its Apex Clearing™, Apex Advisor Solutions™, and Apex Silver™ brands. For more information, visit the Apex Fintech Solutions website: www.ApexFintechSolutions.com.Apex Clearing Corporation, a wholly-owned subsidiary of Apex Fintech Solutions Inc., is an SEC registered broker dealer, a member of FINRA and SIPC, and is licensed in 53 states and territories. Securities products and services referenced herein are provided by Apex Clearing Corporation. FINRA BrokerCheck reports for Apex Clearing Corporation are available at: http://www.finra.org/brokercheck
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