Asset Managers

Amplify your Product Distribution

Distribute directly to investors, with a platform that’s easy to set up.

OneVest provides all the tools required to launch your wealth program. Delight both investors and advisors with personalized digital experiences that are easy to navigate.

All the Tools You Need

One centralized platform

Use one powerful tool for all aspects of running your business, from client management and compliance, to portfolio management and trading.

Rapidly launch with minimal effort

Choose your development investment. From no-code, pre-built solutions that can be white-labeled with your brand, to fully customized API builds, and everything in between.

Goals-based unified managed accounts

OneVest’s goals-based UMA and automated rebalancing capabilities allow your firm to offer a sophisticated wealth program at scale.

Custodian and dealer integration

Seamlessly integrate your custodian and execution broker of choice. Move from emails, spreadsheets, and error-prone manual processes to API integrations that automate every step.