Tomorrow’s Technology.
Today’s Wealth.
Simplify and accelerate wealth management with a modular, configurable, and unified technology platform. The single pane of glass for your entire wealth firm.
Tomorrow’s Technology.
Today’s Wealth.
Simplify and accelerate wealth management with a modular, configurable, and unified technology platform. The single pane of glass for your entire wealth firm.
.png)
Unified.
Intelligent.
Scalable.
Open Architecture
Tap into an open architecture that uses robust APIs for deep customization, embedding the full spectrum of wealth management functional
Modularity
Select from a suite of modules and add new features that integrate with your existing tech stack.
Integrations
Integration with first and third-party systems that connect OneVest's solutions with your existing infrastructure, ensuring a cohesive ecosystem.
Data Aggregation
Unified data aggregation across custodians, portfolio systems, client applications and more into a single, reliable source of truth.
Open Architecture
Tap into an open architecture that uses robust APIs for deep customization, embedding the full spectrum of wealth management functionalities.
Modularity
Select from a suite of modules and add new features that integrate with your existing tech stack.
Integrations
Integration with first and third-party systems that connect OneVest's solutions with your existing infrastructure, ensuring a cohesive ecosystem.
Data Aggregation
Unified data aggregation across custodians, portfolio systems, client applications and more into a single, reliable source of truth.
Workflow Engine
Ditch rigid workflow. OneVest's intelligent engine adapts to each client, compliance rule, and firm policy, streamlining onboarding and strengthening compliance.
AI-Powered Tools
Work smarter with AI. OneVest’s Next Best Action tool surfaces insights, spots opportunities, and guides next steps, helping advisors anticipate client needs and deepen relationships.
Configurable Advisor and Client Experience
Total flexibility, zero IT. Customize advisor and client experiences, adapt workflows on the fly, and scale effortlessly, all while keeping your brand intact.
“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.”
