A Better Wealth Management Platform Experience
Empower your wealth enterprise with a platform that integrates seamlessly with your infrastructure, book of record, as well as operations and compliance processes.
Empower Portfolio Managers & Advisors
End-to-end automation
Integrate custodial, trade execution, and compliance/AML functionalities directly into your operations. Transition from error-prone emails and spreadsheets to a fully automated platform that reduces risk and improves efficiency.
A modular platform
OneVest adapts to your unique needs as a broker-dealer. Whether you require a full-suite solution or specific modules to enhance your existing processes, OneVest delivers flexibility and precision.
Infinitely scalable
Support your advisors, portfolio managers, operations, and growing client base with a platform that scales effortlessly. Offer a best-in-class wealth management experience, no matter the size of your operation.
