A modern technology platform for everything wealth management

OneVest offers a comprehensive wealth management platform designed for the modern era. Our mission is to empower financial institutions with modular software solutions that streamline client onboarding, portfolio management, analytics, and more.

By adapting to the unique needs of each institution, OneVest not only supports your growth and leadership in innovation, but also enhances your ability to deliver exceptional client experiences.

Created to meet the highest industry standards, our modern platform is user-friendly, customizable, and easily updated to keep pace with market trends and evolving customer demands.

Whether you're building from scratch or optimizing existing systems, OneVest offers a modular platform to power all your wealth management business functions.  Our turnkey platform leans on cutting-edge technology to help you deliver a personalized experience to advisors and clients, increase operational efficiency, support compliance, and keep pace with an evolving wealth management landscape.

Simplify the collection of KYC information with our user-friendly interface. Reduce the need for repetitive forms, and streamline personal data integration, saving time and administrative effort.