OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States. The company’s highly configurable platform is designed to empower financial institutions by enabling them to easily tailor and scale their wealth management services, ensuring a more personalized and efficient client experience. Several prominent U.S. financial institutions have already signed on as customers.
“The configurability of our platform makes it possible for wealth managers to offer cutting-edge services while remaining nimble and responsive in a competitive market.”
Configurable Wealth Management Platform
OneVest sets a new standard for configurability in the wealth management space, allowing firms to fully customize the digitization of their business needs. This comprehensive system features end-to-end capabilities, including an advisor platform, client portal, portfolio management system, onboarding, custodian integrations, and a full suite of front and middle office tools. Built from the ground up to be modular, firms can fit the features they need into their existing tech ecosystems, or deploy the full platform.
“Our platform’s configurability is a game changer for financial institutions looking to offer more tailored services at scale,” says Amar Ahluwalia, CEO of OneVest. “We’ve built a solution that adapts to the needs of each institution, giving them the freedom to personalize their technology stack and optimize the client experience, all while reducing operational complexity.”
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Rapid Customization with a No-Code Approach
Built with a no-code infrastructure, OneVest’s platform allows firms to quickly configure and deploy digital experiences, providing them with the agility to respond to market changes and evolving client expectations. This capability means firms can create client and advisor experiences that fit their needs without going through the IT complexity.
“Our goal is to equip financial institutions with technology that not only scales with their business but evolves with their clients’ needs,” adds Ahluwalia. “The configurability of our platform makes it possible for wealth managers to offer cutting-edge services while remaining nimble and responsive in a competitive market.”
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