OneVest Description

We provide wealth as a service. Enhance or refresh your wealth management offerings through a sophisticated platform that integrates effortlessly with your business operations. This facilitates contemporary wealth management delivery. Whether updating existing programs or introducing them for the first time, OneVest enables you to expedite your market entry. By incorporating wealth services into your platform, you can launch quickly without incurring additional overhead costs. Deliver a sleek customer experience and enhance your infrastructure with a comprehensive platform solution. By integrating OneVest's services into your applications, you can provide a state-of-the-art wealth management experience for your clients. Our developer-friendly API facilitates the creation of a tailored wealth management solution. Utilize OneVest's wealth platform as your own, eliminating the need for extensive in-house development. Promote your brand with web and mobile applications that help you reach the market swiftly and smoothly. Moreover, you can efficiently deliver wealth management services alongside your current back-office systems, ensuring a cohesive operational flow. This approach not only boosts your service offerings but also strengthens customer loyalty through enhanced engagement.

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Pricing

Free Version:
Yes

Integrations

API:
Yes, OneVest has an API
No Integrations at this time

Reviews

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Company Details

Company:
OneVest
Headquarters:
Canada
Website:
www.onevest.com

Media

OneVest Screenshot 1
OneVest Screenshot 1 OneVest Screenshot 2 OneVest Screenshot 3 OneVest Screenshot 4 OneVest Screenshot 5 OneVest Screenshot 6
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Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Customer Support
Online Support

OneVest Features and Options

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

OneVest User Reviews

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