Onevest
Onevest offers a no-code platform for wealth management personalization, featuring robust integration capabilities and customizable tools for client onboarding, fee management, compliance, and portfolio management.
Services
Onevest provides a versatile no-code platform for wealth management personalization and integration. Their service offering includes customizable API for tailored solutions, digital client onboarding, compliance management, and robust fee customization options. They support automated rebalancing, high-touch trading, and personalized client handling through advanced tools for managing investments, documents, and financial data. Onevest also offers a white-label solution for branded client and advisor portals, ensuring seamless integration with custodians and execution brokers.
Features and Tools
Onevest offers a suite of features to support wealth management practices, including client management tools for investment data and compliance needs, customizable client portals, advanced compliance management tools, and analytics and reporting. They provide pre-built dashboards and customizable reports suited for specific roles, alongside a developer-friendly environment with comprehensive documentation. The platform supports flexible fee structures, automated billing, portfolio management tools, and streamlined client onboarding with digital ID verification.
Target Industries
Onevest serves a range of financial sectors, including banks, credit unions, asset managers, wealth managers, financial planners, insurance companies, fintechs, and custodians. By offering a modular platform that can be tailored to different needs, they fill gaps in existing processes or provide a comprehensive wealth management solution. Their platform is designed to support rapid deployment through turnkey solutions and customized configurations, ensuring relevancy across these diverse sectors.
Integration Capabilities
Onevest supports robust integration capabilities, allowing businesses to choose and integrate specific modules into their existing ecosystems. Their platform includes customizable API for designing tailored wealth management solutions, seamless integration with custodians and execution brokers, and a developer-friendly environment with all necessary tools and documentation. This ensures that organizations can adapt the platform to their unique needs, enhancing functionality and streamlining operations.
Resources and Insights
Onevest provides various resources for modern wealth professionals, including blogs, guides, reports, and customer stories. These resources offer valuable insights and tools aimed at enhancing wealth management practices and staying ahead of industry trends. By providing authoritative content on wealth management, Onevest supports continuous learning and development within the financial sector, helping professionals make informed decisions and optimize their practices.