Wealth Managers

Take your Wealth Business to the Next Level

Modernize your entire business with a dynamic wealth management platform.

Empower your advisors to spend less time on administrative tasks and more time engaging with clients thanks to a platform that automates processes and can be tailored to suit your firm’s needs.

Wealth Management
Made Better

A modular platform

OneVest was built to be modular, so it can fill gaps in your current processes. Whether you need a full-suite solution, or a specific element, OneVest can provide it.

Next-level personalization

Advisors can create the exact experience they want for each client segment, or right down to the individual client, without needing to know code. OneVest’s white-label client and advisor portals are completely configurable, so you can tailor it to exactly what you need; from functionality to branding.

A better onboarding experience

Save countless hours onboarding new clients with an intuitive digital experience that reduces the need for back and forth on paperwork.

Portfolio Management system

Take your investment offering to the next level with goals-based Unified Managed Accounts (UMAs). Achieve scale and efficiency with central administration of your models and product shelf, fee and billing management, and a dynamic rebalancing engine.

Custodian & 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.