Power
the World's
Wealth
A modern technology platform for everything wealth management
Bring wealth management into the future
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.
Streamlined onboarding
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.
Streamlined onboarding
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.
Client app
Configure our web and mobile apps to offer clients a personalized digital experience.
Advisor portal
Our advisor portal allows easy account handling, goal setting, performance monitoring, and sharing important documents securely—all in one place.
"At Global View Capital, we are dedicated to staying at the forefront of technological innovation to better serve our clients. OneVest's robust technology suite perfectly aligns with our vision, enabling us to deliver personalized, efficient, and effective wealth management solutions."