A specialised client review
Explore a custom experience for a review process unique to your firm.
CUSTOM APPS · BETA PARTNER PROGRAMME
Build what your wealth firm needs next.
We're looking for US and Canadian wealth firms to help shape custom apps built with the OneVest SDK. Bring a real use case and work with us to explore it.
HOW WE COULD WORK TOGETHER
A focused build. A shared learning process.
Selected beta partners explore one agreed use case with OneVest. This is not a generally available SDK programme.
- 01
Bring a specific problem
Start with a team, a task and an outcome that matter to your firm.
- 02
Shape a focused first app
Work together to define a useful first version and the OneVest context needed. Embedded apps will feel as if part of OneVest, utilizing existing features, like AI tooling, Pulse messaging, etc.
- 03
Give feedback as you build
Help improve the developer experience and the capabilities future apps will need.
SDK BETA PARTNER IDEAS
Ideas to explore.
An internal service tool
Explore an app that brings a team's recurring work into one place.
A connection to your systems
Explore an extension that brings relevant context from an existing tool.
These are example ideas for the beta programme. Scope and feasibility will be agreed with each selected partner.
Questions about the beta programme.
Bring us a real use case.
Tell us what you want to build and who it would help. Participation follows programme review and selection.
Become a beta partner