From modernizing legacy wealth management programs to launching a net-new wealth vertical: OneVest for Enterprise makes it easy
Embed wealth services into your platform with a flexible, developer-friendly API that enables you to get up-and-running without the overhead.
Offer a modern digital front-end or upgrade your infrastructure with an end-to-end embedded wealth platform.
Seamlessly enhance the value you deliver to your clients without breaking the bank on digital transformation.
Embed OneStack via our API.
Use OneStack as a starting point, and customize it to your needs.
Offer wealth management without needing to build your own solution.
Whether you want to build a customized solution through our API or have your users access our white-label app, our Delivery Layer powers them both.
Our Investment Technology Layer helps deliver key investment management tools without needing several different tools.
Don't worry about needing to research and build your own portfolios or offerings. Our team puts in the hard work and serves it through our Asset Management Layer.
Compliance can be challenging and bureaucratic. We make it easy and predictable with our custom-built tools and processes in our Compliance Layer.
We work closely with best-in-class businesses to offer additional services on your business' behalf with our Partner Layer.