Skip to main content
Blog & Newsroom
Expert perspectives on modern wealth management, platform innovation, and the technology shaping the future of financial services.
NewsOneVest Launches its AI-Native Agentic Wealth Operating System
OneVest Declares the End of the Manual Wealth Tech Era with the Launch of its AI-Native Agentic Wealth Operating System OneVest dismantles the "Manual Labor Era" with an intelligent engine built to automate the Middle Office and liberate the Advisor, elevating the entire Wealth Ecosystem. NEW YORK, NY – March 3, 2026 – Today, OneVest announces the launch of its Agentic Wealth Operating System. This is not a new tool, a chatbot, or a feature set. It is an intelligent, institutional-grade engine where AI is not an add-on, it is the very fabric of the system. This is built to redefine how modern firms operate, scale, and compete by advancing passive dashboards with autonomous execution; a decisive shift from static software to intelligent execution from command to completion. The result is eliminating the massive "Legacy Tax" where advisors are buried in hours of manual labor every week, fragmented data, and AI that does little more than summarize notes. Wealth management is at an inflection point. For decades, firms have survived by layering "modern" interfaces over decaying legacy cores, rebranding incrementalism as innovation. The result is a massive pile of complexity instead of progress: slower operations, fragmented experiences, middle-office teams trapped in a cycle of repetitive data reconciliation, siloed workflows, and shrinking returns. That era is officially over! “Most wealth management technology was built for a different era. AI in this industry has largely stopped at insight, note-taking, and reminders. That’s not transformation, it’s redecorated inefficiency,” said Amar Ahluwalia, CEO of OneVest. “Our Agentic Wealth OS doesn't just suggest operational actions; it executes them securely, compliantly, and at scale. Every hour an advisor or middle-office professional spends acting as a 'system integrator' is an hour stolen from the client experience. We are ending that era once and for all.” Elevating the Entire Enterprise: From Middle Office to Advisor While the rest of the industry remains enamoured with AI “window-dressing" - chatbots that talk but cannot act - OneVest has built an engine of execution designed to elevate every stakeholder in the firm: For the Advisor: The End of Administrative Burden. Advisors are finally liberated from the "Swivel Chair" workflow. The Agentic Wealth OS handles the heavy lifting of opening accounts, initiating fund movements, and data entry. It prepares client summaries and handles the "operational drag," allowing advisors to move from task managers back to relationship leaders, enhancing the advisor-client experience. For the Middle Office: Autonomous Operations. The platform acts as a digital workforce. It extracts and transposes data from complex documents and orchestrates multi-step workflows. From complex multi-jurisdictional compliance to automated fee billing, agentic workflows navigate the enterprise effectively, turning the middle office from a cost center into a productivity engine. For the Enterprise: An Intelligent System. Built on a unified, institutional-grade infrastructure, the Agentic Wealth OS removes the need for firms to act as their own IT integrators. The engine proactively identifies slippage, revenue opportunities, and compliance risks, validating outcomes and enforcing compliance by executing necessary fixes across the firm before a human even opens a browser. Elevating Enterprise ROI This is a total reset of the wealth enterprise value chain. By offloading the "manual labor tax" to an agentic layer, OneVest delivers a generational shift in productivity and a triple-threat of ROI: Operational Efficiency:Drastic reduction in middle-office overhead and error rates through automated, self-orchestrating workflows.Superior Experience:A frictionless, digital-first journey for both the advisor and the end-customer.Growth & Recruitment:A modern, agentic environment becomes a primary driver for top-tier advisor recruitment and increased firm-wide ROI. “Modernizing legacy infrastructure by layering on new features is like strapping a jet engine to a horse-drawn carriage; costly, disruptive, and still limited by the original design,” said Nathan Di Lucca, CTO of OneVest. “We didn’t build a better dashboard. We moved beyond static data to create a system that understands context and takes action. The future of wealth management will be built by firms that embrace an agentic operating system to elevate their people, or it will be built without them." The New Standard: Stop Managing Software, Start Deploying Intelligence OneVest is setting a new benchmark for the industry, one where AI doesn’t just inform decisions, but executes them. Where firms scale without sacrificing control or compliance, and where technology becomes a competitive advantage, not a bottleneck. About OneVest OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system. By advancing fragmented legacy software with a unified, AI-native platform built for autonomous execution, OneVest enables firms to operate with greater speed, control, and scale. Its open architecture deploys intelligence across the enterprise, transforming operations and freeing advisors to grow. OneVest serves financial institutions across the U.S., Canada, and global markets. Contact marketing@onevest.com
NewsOneVest Leaders Take Top Honors at WealthBriefing WealthTech Americas Awards 2026
FOR IMMEDIATE RELEASE: CEO Amar Ahluwalia and CTO Nathan Di Lucca recognized for digital wealth innovation NEW YORK, FEB. 25, 2026 — OneVest today announced that Co-Founder and CEO Amar Ahluwalia and CTO Nathan Di Lucca have been named winners at the WealthBriefing WealthTech Americas Awards 2026, earning Innovator of the Year and Chief Technology Officer of the Year, respectively. The annual awards recognize the most visionary firms and leaders redefining the future of global wealth management. Winners are selected by an independent panel through a rigorous judging process. Ahluwalia was honored for leading the development of OneVest’s execution-driven, intelligent wealth platform, built to help institutions modernize legacy infrastructure, elevate operational precision, and deliver highly personalized digital wealth experiences. “We’re not building for yesterday’s wealth management model,” said Ahluwalia. “We’re building for what’s next, an adaptive, deeply integrated, and AI-ready solution. Our platform enables firms to scale intelligently, reduce friction between advisors and home offices, and elevate the client experience, all without introducing new layers of complexity.” Di Lucca earned CTO of the Year honors for reimagining how wealth technology should be architected. Drawing on leading engineering principles from across modern software and platform design, he has built OneVest’s open-architecture foundation to challenge the fragmented, legacy-first conventions that have long defined the industry. Judges recognized his ability to apply first-principles thinking to wealth management by unifying data, workflows, and user experience into a cohesive system that surfaces intelligence contextually and adapts to an evolving regulatory landscape. “Modernization only works if the foundation is secure, scalable, and intelligent,” said Di Lucca. “We’ve built infrastructure institutions can rely on, designed for automation, strong interoperability, and secure data management empowering advisors and operations teams to work within a unified, high-performance environment.” Stephen Harris, CEO of ClearView Financial Media and publisher of WealthBriefing, congratulated this year’s winners, noting that each honoree was selected following an independent and highly competitive evaluation process recognizing excellence across the global wealth management industry. Together, the awards underscore OneVest’s position at the intersection of wealth management and advanced technology. By combining deep industry expertise with next-generation engineering, OneVest is redefining how institutions modernize, scale, and compete in a digital-first era, bridging the gap between legacy financial infrastructure and intelligent, AI-driven innovation. About OneVest OneVest is a financial technology company redefining wealth management through an intelligent operating system. By advancing fragmented legacy software with a unified, AI-native platform built for autonomous execution, OneVest enables firms to operate with greater speed, control, and scale.Its open architecture deploys intelligence across the enterprise, transforming operations and freeing advisors to grow. OneVest serves financial institutions across the U.S., Canada, and global markets. To learn more, visit www.onevest.com About ClearView Financial Media Ltd (“ClearView”) ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme. Contacts marketing@onevest.com
BlogThe Top 7 Criteria for an AI-Native Wealth Management Platform: A Buyer’s Guide for Growing RIA Firms
Wealth management firms no longer compete solely on advice quality. They compete on experience, efficiency, and trust. Increasingly, those outcomes are shaped by the platform that runs the firm. The next generation of wealth management technology is AI-native by design, with intelligence embedded directly into data models, workflows, and execution. For RIAs and wealth firms, this represents a shift away from disconnected tools and surface-level AI features toward unified platforms that actively support how firms operate, scale, and deliver consistent client outcomes.An AI-native wealth management platform is built with intelligence at its core, not layered on after the fact. Rather than simply displaying data or generating isolated insights, AI-native platforms use agentic intelligence to interpret context, coordinate workflows, and support decision-making across the firm. This enables advisors, operations, and compliance teams to move from manual task execution to orchestrated, outcome-driven work. The result is a platform that functions as an operating system for wealth management, improving productivity, consistency, and scalability as firms grow.Industry research shows that firms using modern, integrated platforms outperform peers on productivity and retention. McKinsey highlights that increasing advisor productivity through technology is critical as the industry faces a structural advisor shortage, reinforcing the need for scalable, intelligent operating models. Yet many firms still rely on fragmented systems that create operational friction, limit visibility, and reduce the real-world impact AI can have across the business.This guide is the first in a series exploring the core capabilities RIAs and wealth firms should evaluate when selecting a wealth management platform. In upcoming articles, we will dive deeper into each of these areas, examining best practices, practical considerations, and how AI-native platforms are redefining how modern wealth firms operate. 1. How Client Expectations Are Redefining Wealth Management Software for RIAs in an AI-Native Era Client expectations now define the baseline for wealth management software. Investors expect the same speed, transparency, and personalization they experience with leading consumer technology. Static reports, paper forms, and delayed updates no longer meet those expectations.Modern wealth management software must provide real-time access to portfolio data, documents, and insights through secure, branded client portals. Increasingly, clients also expect intelligent, context-aware experiences, where AI-native platforms surface relevant information based on goals, life events, and financial behavior rather than relying on static dashboards alone.Key Takeaway: Client expectations now center on intelligent, real-time experiences. AI-native wealth management software helps firms move beyond static portals by delivering context-aware insights that strengthen engagement and trust. 2. How AI-Native Wealth Management Platforms Enable RIAs to Scale Without Adding Headcount Growth should not require proportional increases in operational staff. Yet many firms experience exactly that when outdated systems fail to scale.Modern wealth management platforms enable scale by unifying CRM, portfolio data, plans, and client goals into a single workflow. AI-native and agentic automation reduces manual effort across onboarding, servicing, rebalancing, and reporting by coordinating tasks and surfacing next best actions within existing workflows. This allows advisors and operations teams to manage larger books of business without sacrificing quality.In practice, this means firms can configure agentic workflows that automatically coordinate work across teams. For example, when a client completes onboarding or updates a financial goal, an AI-native platform can surface the next required actions across CRM, portfolio management, and compliance without manual handoffs or duplicate data entry. Advisors remain in control, but operational effort shifts from task management to oversight and client engagement.Scalability is not accidental. It is the result of selecting wealth management software built for growth, where intelligence is embedded into the platform itself rather than layered on as point solutions.Key Takeaway: AI-native platforms allow firms to scale by coordinating work across teams, not by adding more tools or staff. When intelligence is embedded into workflows, growth becomes a function of orchestration rather than headcount. 3. Why Embedded, AI-Supported Compliance Is Essential in Modern Wealth Management Software Compliance expectations continue to rise for RIAs and wealth firms. Manual checklists and after-the-fact reviews introduce risk, slow advisors down, and increase audit burden.Modern wealth management software embeds compliance directly into daily workflows. This includes automated alerts for outdated risk profiles, real-time audit trails tracking advisor actions and approvals, and built-in checks to ensure documentation completeness. In AI-native platforms, agentic intelligence helps monitor workflows in real time, flagging exceptions and guiding users to resolution while maintaining human oversight.Embedded compliance reduces operational risk while allowing advisors to stay focused on clients. It is no longer a differentiator. It is a requirement.Key Takeaway: Compliance is most effective when it operates continuously within daily workflows. AI-supported monitoring helps firms identify issues earlier and reduce audit risk without slowing advisors down. 4. How AI-Native Wealth Management Software Enables Personalized Advice at Scale Clients expect advice tailored to their lives, goals, and values. Delivering personalization at scale requires unified data across accounts, households, and external sources.Modern wealth management platforms aggregate client data into a single view, support goal-based segmentation, and deliver personalized dashboards tied to real objectives. AI-native platforms use agentic insights to interpret client context, helping advisors identify timely planning opportunities and behavioral signals without relying on manual analysis.When personalization is powered by unified data, automation, and embedded intelligence, it becomes repeatable and scalable rather than manual and inconsistent.Key Takeaway: AI-native personalization turns fragmented client data into actionable insights, enabling advisors to deliver tailored advice consistently without increasing manual effort. 5. Unified vs. Siloed Wealth Management Systems: Why Integration Matters for AI-Native Platforms Disconnected systems create data errors, duplicate work, and inconsistent client experiences. As firms grow, siloed tools become operational bottlenecks and sources of risk.Best-in-class wealth management software is built on an integrated, API-first architecture that connects CRM, custodians, portfolio data, compliance, and reporting. AI-native platforms depend on this unified data foundation, enabling agentic workflows that operate across the firm rather than within isolated tools. A unified platform provides a single source of truth and a single pane of glass for advisors and operations teams.This unified foundation becomes even more critical as firms introduce AI into their operating model. Agentic AI depends on consistent, high-quality data across systems to interpret context and act reliably. Without a unified platform, AI insights remain fragmented, limited to individual tools rather than enabling coordinated workflows across the firm.Key Takeaway: Agentic AI depends on unified data and workflows to deliver real operational value. Without an integrated platform, AI remains fragmented and unable to drive coordinated action across the firm. AI-Native vs. AI-Enabled: Why Architecture Matters AI-enabled tools apply intelligence at the surface level, generating insights or recommendations within individual applications. While useful, these capabilities are constrained by fragmented data and disconnected workflows.AI-native platforms embed intelligence directly into the system’s architecture. By unifying data, workflows, and permissions, they enable agentic AI to interpret context, coordinate actions across teams, and support execution across the firm. The difference is not whether AI exists, but whether intelligence can operate across the business or remains confined to isolated tools. 6. How Digital and Intelligent Onboarding Improves Client Experience and Advisor Efficiency Onboarding is one of the most critical moments in the client lifecycle. Friction at this stage erodes trust before the relationship even begins.Modern wealth management platforms streamline onboarding through digital KYC and AML verification, automated document collection, e-signatures, and pre-populated forms that reduce errors and rework. In AI-native platforms, agentic workflows help coordinate onboarding steps, reducing delays and ensuring requirements are met before accounts move forward.Faster onboarding benefits both sides. Advisors engage clients sooner and recognize revenue faster. Clients experience a smooth, professional start that builds confidence in the firm.Key Takeaway: Digital, AI-coordinated onboarding reduces friction for clients while accelerating advisor workflows, helping firms improve first impressions and recognize revenue sooner. 7. How to Choose the Right AI-Native Wealth Management Platform for Long-Term Growth Selecting wealth management software is one of the most consequential decisions an RIA or wealth firm can make. The right platform impacts every aspect of the business, from client experience and advisor productivity to compliance, scalability, and profitability.Firms that treat technology as strategy invest in AI-native, unified platforms with embedded compliance, intelligent automation, and scalable personalization. These investments compound over time by reducing operational friction and enabling consistent execution across the firm.The result is efficient operations, differentiated client experiences, and the freedom to keep the focus where it belongs: on clients, not technology.Key Takeaway: Choosing an AI-native wealth management platform is a long-term strategic decision. Firms that prioritize unified architecture and embedded intelligence position themselves to scale efficiently and adapt as client expectations evolve. Conclusion Wealth management software is no longer just infrastructure. It is a strategic lever for growth, trust, and long-term differentiation. By evaluating platforms through the lens of experience, scalability, compliance, integration, and AI-native architecture, RIAs and wealth firms can make confident decisions that support both today’s needs and tomorrow’s growth. What’s Next in This Series This Buyer’s Guide sets the foundation for evaluating wealth management software at a high level. In the next articles in this series, we will dive deeper into each of the seven areas covered here, including client experience, scalability, compliance, personalization, integration, onboarding, and the role of agentic AI in modern wealth management platforms, with practical insights to help firms make confident, informed technology decisions. FAQ: Wealth Management Software for RIAs and Wealth Firms What is wealth management software? Wealth management software is the core platform RIAs and wealth firms use to manage clients, portfolios, operations, and compliance. Increasingly, AI-native platforms serve as the operating system that supports advisor productivity, client experience, and scalable growth.What should RIAs and wealth firms look for in wealth management software? Firms should look for unified, AI-native platforms that combine CRM, portfolio data, workflows, compliance, and reporting. Key considerations include intelligent automation, scalability, embedded compliance, personalization, and integration capabilities.How does wealth management software improve client experience? Modern platforms provide real-time access to portfolio data, documents, and insights through secure client portals. AI-native platforms enhance this experience by surfacing relevant, context-aware insights that help clients better understand their financial progress.Can wealth management software help firms scale without adding staff? Yes. AI-native automation and unified workflows reduce manual effort, allowing advisors and operations teams to manage more clients and assets without proportional increases in headcount.Why is embedded compliance important in wealth management software? Embedded compliance ensures regulatory checks, documentation, and audit trails are built into daily workflows. AI-supported monitoring helps identify exceptions early, reducing risk and improving advisor efficiency.What is the advantage of a unified, AI-native wealth management platform? Unified, AI-native platforms eliminate data silos, improve data accuracy, and enable intelligent, agentic workflows across advisors, operations, and compliance teams. Sources 1. McKinsey & Company, Advisor Productivity and Capacity https://www.wealthmanagement.com/wealth-management-industry-trends/mckinsey-estimates-advisor-shortage-of-100-000-by-20342. Accenture, The New State of Advice https://www.institutionalinvestor.com/article/2dnl8j9j1apvk1054iayo/ria-intel/the-new-state-of-advice
7 min
BlogBuilt for Scale: How Customer Feedback Shaped OneVest’s 2025 Product Advancements
Over the past year, OneVest partnered closely with our customers, RIAs and enterprise wealth organizations to understand the day-to-day challenges that slow advisory teams down. What firms asked for wasn’t more features; it was better foundations. Wealth managers wanted cleaner data, more flexible account structures, smarter automation, and infrastructure that scales as the business grows. The product advancements introduced throughout 2025 were shaped directly by those needs. Below are the four themes we heard most consistently from customers, and the investments we made in response. 1. “Our teams need to spend less time managing tasks and more time serving clients.” Advisors want to focus on relationship-building and strategic work, not administrative tasks. Firms requested tools that help teams stay on top of priorities without increasing operational overhead. That’s why we created: AI-Driven Next Best Actions The Next Best Action feature surfaces timely reminders, follow-up opportunities, and high-priority tasks based on activity patterns and book-of-business dynamics. It helps advisors allocate attention where it has the most impact, supporting deeper client engagement and more productive days. A No-Code Workflow Builder That Adapts to Each Firm Every firm operates differently, and workflows must reflect unique service models and regulatory requirements. OneVest’s improved dynamic workflow builder allows operations teams to design, deploy, and iterate on onboarding, compliance, and service workflows, all without engineering support. This provides firms with the flexibility to adapt processes as the business evolves. Role-Based Notifications for Home Office Control OneVest’s new and improved notification system delivers greater flexibility and oversight for home offices by allowing different types of notifications to be configured, controlled, and delivered based on role. The platform now supports a wide range of real-time, in-app alerts across the advisor portal and client web app, ensuring that each update reaches the right audience with the right context.Admins benefit from enhanced control over compliance-related and operational notifications. Advisors receive timely workflow and client updates that streamline communication and improve service responsiveness. Clients experience a more transparent, professional journey through proactive alerts that reinforce trust and reduce friction throughout their financial interactions. 2. “Our client relationships are more complex than traditional householding.” Modern clients increasingly manage multiple entities, trusts, investment goals, and region-specific accounts. Firms needed more flexibility to reflect these complexities in their systems. So we brought: Smarter Account Structures with Account Groups Account Groups allow firms to organize and manage accounts by trust, entity, investment objective, or any structure that mirrors a client’s real financial life, far beyond traditional householding. This makes planning and oversight easier for multi-entity or multi-goal relationships. Account-Level Role-Based Access To match more complex structures, firms also requested more granular access controls. OneVest introduced account-level permissions to define who can view and manage specific accounts, including support for POA and custom roles across multi-advisor or multi-region teams. This strengthens compliance while enabling more precise delegation. 3. “We need systems that scale without adding operational burden.” As firms expand into new regions, add advisors, or integrate new custodians and tools, they require technology that supports complexity without slowing down their teams. That means: Configurable, Branded Reporting OneVest introduced fully configurable, no-code reporting tools that enable firms to select key data points, customize layouts, and apply their own firm branding. Reports more easily support regulatory, operational, and client-facing needs without engineering assistance or manual workarounds. A Stronger, More Connected Infrastructure Behind the scenes, OneVest enhanced platform connectivity across custodians, CRMs, portfolio systems, and compliance tools. These upgrades create a unified operational view, reduce manual processes, and support faster onboarding, ensuring the platform scales alongside each firm. 4. “We need a clearer understanding of our clients and advisors.” Firms emphasized the importance of seeing how advisors and clients interact with technology. Better visibility helps improve onboarding, refine training, and strengthen digital experiences across the organization. So we introduced: Behavior Analytics with Mixpanel OneVest integrated Mixpanel to give firms deep behavioral intelligence across advisor and client journeys. This includes insight into: Onboarding drop-off pointsWorkflow adoption trendsEngagement patterns across regions, teams, or firm structuresClient adoption of our user-centric experiences, like the mobile app, helping firms identify what is gaining traction and where additional enablement is needed This investment ensures our technology evolves based on real user behavior, enabling continuous refinement and a smarter, more responsive platform over time A Real-Life View of Total Net Worth Clients and advisors expect a comprehensive view of wealth contained in one place. OneVest’s Net Worth experience brings together liabilities, held-away accounts, real estate, private investments, and other assets in a clean, real-time interface. Plaid integration enables clients to securely connect external accounts, while additional assets can be added manually to ensure that every aspect of a client’s financial picture is captured. This unified view supports more complete planning conversations and reduces reliance on fragmented tools. Built Through Customer Collaboration Every enhancement released in 2025 reflects direct input from the firms using OneVest’s technology every day. The goal remains consistent: to build a modern, intelligent wealth management infrastructure that adapts to the realities of advisory work and supports the home office. From advisor-led RIAs to enterprise wealth firms operating across regions, OneVest empowers institutions to implement rapidly, maintain control and brand identity, and deliver connected client and advisor experiences.
NewsOneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System
New York, NY – November 19, 2025 — OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, today announced the expansion of its multicurrency capabilities designed to help institutions more effectively manage clients with international assets and globally diversified portfolios. This enhancement builds on OneVest’s recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies.As wealth management professionals increasingly operate across regions, currencies, and regulatory environments, OneVest’s updated multicurrency functionality will provide advisors the tools and flexibility needed to manage complex relationships through a single, integrated platform. Enhanced Multicurrency Support for Global Advisors Alongside existing USD and CAD capabilities, firms will soon have access to OneVest’s unified multicurrency framework, including: Expanded Currency Coverage: Upcoming support for EUR, GBP, AED, and JPY, enabling firms to meet the needs of global investors and cross-border familiesCurrency-Aligned Reporting: Unified, currency-consistent reporting and performance measurement that automatically adapts to the client’s preferred base currency Multicurrency Billing & Operations: Streamlined billing and fee calculations across new currencies, reducing manual work and improving accuracy “As wealth professionals look beyond their home markets, they need systems that can grow with them,” said Amar Ahluwalia, CEO and Co-Founder of OneVest. “These moments, when clients relocate, inherit foreign assets, or begin earning global compensation, demand a platform that can keep pace, so firms can support those shifts without disrupting the way they already operate.” Streamlined Cross-Border Management The enhanced multicurrency framework supports the full lifecycle of global wealth management, from onboarding through account servicing and continuous reporting. Key benefits include: Consistent Client Statements: Presented in the client’s selected base currency and unified within a single, integrated view across the platformSimplified Account Management: Designed for advisors supporting clients with both domestic and international assets, without changing systems or workflowsReduced Operational Risk: Enabled by standardized currency treatment across reporting, billing, and reconciliation within OneVest’s unified operational framework “Firms shouldn’t have to stitch together-plug ins or separate systems just to manage currency exposure,” said Nathan DiLucca, Chief Technology Officer at OneVest. “By adding these new currencies directly into OneVest, we’re giving institutions a more dependable and centralized way to handle, and expand, global portfolios.” The OneVest Advantage With this update, OneVest continues to lead the industry in delivering: Modular, scalable architecture built for multi-region support Unified advisor and client experiences, tailored to user preferences Dynamic workflows that adjust based on regulatory and operational needs Faster time-to-market for enterprise firms looking to serve new geographies About OneVest OneVest is a financial technology company transforming wealth management through a unified, modular platform that streamlines everything from onboarding to portfolio management and analytics. Its open architecture and microservices design enable financial institutions to configure solutions that fit their business, while delivering a seamless advisor and client experience. OneVest serves financial institutions across North America and global markets.
NewsOneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences
New York, NY – November 13th, 2025 — OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, today announced a significant expansion of its multilingual capabilities, with additional language and currency support designed to make wealth management more accessible, inclusive, and globally scalable. While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience. “We’re empowering wealth management firms to deliver more personalized and trusted experiences to their clients, while giving them the tools they need to grow their businesses confidently,” said Amar Ahluwalia, CEO and Co-Founder of OneVest. “Whether they’re serving multilingual households or managing cross-border portfolios, advisors can now operate in the language that best fits their clients’ needs.” Breaking the Language Barrier in Wealth Management OneVest’s localization feature supports English, French, and Spanish today, with Simplified Chinese, Japanese, Arabic, and Portuguese launching in early 2026. This expansion will enable RIAs, home offices, and enterprise firms to serve increasingly diverse households and regions with ease. Unlike many legacy systems that rely on static or partial translations, OneVest’s multilingual experience is deeply integrated across onboarding workflows, advisor and client portals, performance reports, statements, and compliance documentation. Each layer adapts dynamically based on user preference, creating a unified experience for advisors and clients. “This expansion builds on OneVest’s modular architecture to help firms scale confidently into new markets, meet regulatory expectations, and offer a premium experience to every client, regardless of language,” said Nathan DiLucca, Chief Technology Officer at OneVest. Platform Highlights: Language support for English, French, and Spanish across the full platform, including advisor portals, client onboarding, reports, statements, and agreementsExpanded language support coming soon for Simplified Chinese, Japanese, Arabic, and Portuguese, available across all key platform experiences.Configurable language preferences at the user, client, and home office level, enabling advisors to tailor communications and documents based on client demographics. The OneVest Advantage: OneVest continues to lead the industry in delivering scalable, intelligent infrastructure that adapts to the way modern wealth firms operate, including: Modular, scalable architecture built for multi-region support Unified advisor and client experiences tailored to user preferences Dynamic workflows that adjust based on regulatory and operational needs Faster time-to-market for enterprise firms looking to serve new geographies About OneVest OneVest is a financial technology company transforming wealth management through a unified, modular platform that streamlines everything from digital onboarding to intelligent workflows. Its open architecture platform enables financial institutions to configure solutions that fit their business, while delivering a powerful advisor workspace and client experience. OneVest serves financial institutions across North America and global markets. To learn more, visitwww.onevest.com For more information please contact: marketing@onevest.com
NewsOneVest Accelerates Growth with Its Configurable Wealth Operating System, Ushering in a New Era of Modular, No-Code Infrastructure
Fast-Growing Fintech Firm Introduces Its “One View. One Flow. One Hub” Approach New York, NY, November 5, 2025—OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, is accelerating its growth across North America. Following a $20 million Series B led by Salesforce Ventures, OneVest’s open-architected platform bridges legacy technology gaps by unifying onboarding, compliance, and client servicing into intelligent, adaptive workflows. As part of this momentum, OneVest is also unveiling a refreshed brand identity around the company’s mission of unifying fragmented data and workflows into a single, modern experience for advisors and clients. Key Benefits for Wealth Managers RIAs and wealth managers typically use between six and 12 different technology systems to run their practices, making compliance oversight complex and client experiences fragmented. By consolidating first- and third-party tools into a single wealth operating system, OneVest’s open-API architecture connects existing tech stacks, integrating CRM, financial planning, custodians, and reporting into one login, without costly rip-and-replace migrations. "We are quickly scaling to meet the market at a pivotal time, as legacy vendors struggle to keep pace with the demand for modern, flexible technology," said Amar Ahluwalia, CEO and Co-founder of OneVest. "Our excitement, and the excitement of our investors, revolves around the strength of our platform and our proprietary workflow technology. We enable RIA firms to deploy and scale rapidly, delivering differentiated client experiences without being held back by outdated systems.” OneVest Delivers Four Core Advantages OneVest has structured its platform around four core advantages: Modular Infrastructure & Delivery - Built on modern open architecture, home offices and advisors can adopt the modules they need (onboarding, compliance oversight, client portals) or deploy the full suite for maximum impact.Configurable, No-Code Workflows - With intuitive, no-code tools, firms can customize workflows, dashboards, and client interactions in minutes, empowering efficiency, speed, and flexibility.Unified Experience Layer - Acting as the orchestration hub, OneVest integrates CRM, planning, custodians, and reporting into a single source of truth, eliminating system toggling and streamlining the advisor-client experience.Accelerated Time-to-Value - API-first design and turnkey integrations enable firms to go live in weeks, not months, delivering faster ROI, adoption, and scalability. The OneVest Approach: “One View. One Flow. One Hub.” Advisors today spend nearly 20% of their time on administrative tasks, according to industry surveys. That drag not only limits client engagement but also exposes firms to compliance risk and rising costs. OneVest addresses this head-on with a configurable solution that consolidates every client goal, account and document into a single platform. This includes: One View – A unified client-advisor experience, bringing every relationship and data point into one complete picture.One Flow – An intelligent workflow engine that adapts to the advisor’s business, automating processes, reducing errors, and freeing both advisors and the home office to focus on growth and client relationships.One Hub – The central command center for the entire wealth management firm—streamlining advisor operations while equipping the home office with oversight, compliance, and enterprise-level controls, all in one place. OneVest Brand Refresh: “Tomorrow’s Technology. Today’s Wealth” As part of this increased market penetration, OneVest is unveiling a new brand identity that embodies clarity and transparency. The updated aesthetic reflects the firm’s approach to unifying fragmented data and interactions into a seamless wealth management experience. Centered around the metaphor of a “single pane of glass,” it conveys visibility, cohesion, and dynamic interaction, reinforcing OneVest’s mission to deliver a modern platform and experience for advisors and clients. Meet OneVest at IMPACT 2025 - Denver Stop by Booth #1724 to see how OneVest is redefining wealth management with a unified platform built for modern RIAs, financial institutions and banks. Experience live demos showcasing how OneVest’s Wealth Operating System connects data, workflows, and custodians to simplify operations and elevate both the advisor and client experience. About OneVest OneVest is a financial technology company transforming wealth management through a unified, modular platform that streamlines everything from digital onboarding to intelligent workflows. Its open architecture platform enables financial institutions to configure solutions that fit their business, while delivering a powerful advisor workspace and client experience. OneVest serves financial institutions across North America and global markets. For more information please contact: marketing@onevest.com
NewsOneVest Strengthens Custodian Connectivity with New Aviso Integration
Toronto, ON – November 4, 2025 – OneVest, which delivers a Wealth Operating System that unifies and modernizes wealth management, today announced a new custodial integration with Aviso. OneVest supercharges platform connectivity for wealth firms with new custodial integration with Aviso. This enhanced interoperability enables firms to unify core operational workflows within the OneVest platform, streamlining operations and accelerating digital transformation. This new integration with Aviso highlights OneVest’s ability to deliver end-to-end connectivity on accelerated timelines, enabling firms to streamline operations, modernize client experiences, and move confidently toward full-suite platform adoption. The Aviso integration enables firms that custody with Aviso to achieve end-to-end platform connectivity across onboarding, client and advisor portals, portfolio management, fees and billing, reporting, and more. It joins OneVest’s expanding network of custodian integrations, designed to support multi-custodian environments and minimize switching friction for firms. These integrations are a key pillar of OneVest’s mission to provide secure, unified data infrastructure across the wealth management ecosystem. This full end-to-end integration with Aviso includes robust support for account opening, trading, and money movement, delivering a comprehensive custodial integration that streamlines key operational workflows from front to back office. Built in a sophisticated and scalable pattern, it allows firms using Aviso as a custodian to onboard onto the OneVest platform with ease and gain immediate access to OneVest’s industry-leading front-end tools. By collaborating directly with custodians, OneVest shortens time-to-value for its partners. As we continue to expand our partner ecosystem, OneVest leads the way in delivering flexible, enterprise-grade infrastructure designed for today’s modern wealth management. "Our ability to swiftly integrate with custodians like Aviso is a core strength of OneVest’s open architecture platform," said Amar Ahluwalia, CEO of OneVest. "We’re proud to support forward-thinking firms in delivering innovative client experiences and transforming advisor workflows." About OneVest OneVest is a financial technology company transforming wealth management by delivering a wealth operating system through a unified, modular platform that streamlines everything from onboarding to portfolio management and analytics. Its open architecture design enables financial institutions to configure solutions that fit their business while delivering a seamless advisor and client experience. OneVest serves institutions in the U.S., Canada, and global markets. Contact: marketing@onevest.com. About Aviso Aviso is a leading wealth management services provider for the Canadian financial industry, with over $160 billion in total assets under administration and management as of October 31, 2025. Aviso is building a technology-enabled, client-centric wealth management ecosystem. Its clients include partners, advisors and investors. Aviso is a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Aviso’s dual-registered investment and mutual fund dealer and insurance services support thousands of investment advisors. Its asset manager oversees a growing lineup of investment solutions, including NEI funds and portfolios, and its Managed Assets Program provides a comprehensive range of separately managed accounts. Aviso’s online brokerage, Qtrade Direct Investing®, empowers self-directed investors, while its automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. Aviso is backed by the collective strength of its owners: the credit union Centrals, Desjardins, and Co-operators/CUMIS. Aviso is proud to power businesses that empower investors. For more information visit aviso.ca.
BlogAdvisor Onboarding in 2025: Why the Right Tech Stack Could Be Your Growth Engine
In today’s competitive RIA landscape, your technology stack can be the deciding factor between an advisor joining your firm, or your competitor’s. In 2024, roughly 35,000 U.S. RIA advisors moved firms, according to ISS Market Intelligence. While compensation still plays a role in these moves, it’s no longer the top deciding factor. Increasingly, advisors are weighing how well a firm’s technology supports them from day one: and that first impression can make all the difference. Our recent contribution to WealthManagement.com explores why onboarding technology has become a powerful driver of recruitment, retention, and AUM growth. The Hidden Cost of Inefficiency A slow or disjointed onboarding process doesn’t just frustrate new hires. It ripples through the entire organization. Recruiting cycles stretch longer while advisors spend valuable client-facing hours troubleshooting systems instead of building relationships. Clients will also feel the delays, eroding satisfaction and loyalty. In the close-knit advisor community, these experiences don’t stay quiet for long. A reputation for cumbersome onboarding can hurt a firm’s ability to recruit in the future, even if other aspects of the offer are strong. Building an Advisor-Centric Tech Stack Onboarding isn’t just a back-office process, it’s the first real test of your firm’s promise to new advisors. Advisors look to the firms and home offices as the experts. Demonstrating a proven ability to successfully onboard new practices builds confidence and reassures advisors being recruited that they are joining a partner who does this exceptionally well. Done right, it sets the tone for the relationship and accelerates their path to success. The most effective systems are modular, configurable, and designed for speed, flexibility, and easy integration. Here’s how to turn onboarding into a true competitive advantage: Map the onboarding journey and identify where technology slows things down.Adopt modular platforms with quick deployment, client-first design, and seamless integration with existing systems.Prioritize speed-to-revenue by choosing solutions that help advisors serve clients faster.Measure success using metrics like onboarding time, advisor satisfaction, and expense ratios to confirm ROI. Advisors gravitate toward platforms that bring their core systems together, like CRMs, portfolio management systems, onboarding checklists and client portals, into one cohesive workflow. They appreciate technology that uses AI to streamline tasks, speed up document reviews, and spot potential compliance issues before they become problems. Just as importantly, they want an interface that feels simple and intuitive, making it easy to deliver a top-notch experience to their clients. The First Impression That Fuels Growth With McKinsey projecting a looming advisor shortage, minimizing onboarding friction isn’t just smart, it’s essential to keeping top talent.Modern, integrated technology signals that your firm is growth-oriented and committed to innovation. And when onboarding is efficient, advisors start generating revenue sooner, leading to earlier asset growth, improved productivity, and stronger firm-wide performance. Read the full article in WealthManagement.com’s 2025 Midyear Outlook to learn how the right tech stack can become your firm’s growth engine.
5 mins min
BlogAI in Action: Key Takeaways from Wealth Management EDGE 2025
This year’s Wealth Management EDGE conference made one thing clear, AI is no longer a future promise; it’s a present-day force transforming how wealth management firms operate, scale, and serve clients. From streamlining onboarding to redefining portfolio construction, AI took center stage throughout the event. In a standing-room only panel, our very own CEO, Amar Ahluwalia joined industry leaders to discuss the operational power of AI in wealth management for today and tomorrow. In the panel, “Work Smarter, Not Harder: AI’s Role in Operational Excellence,” Amar emphasized a key truth: firms don’t just need AI—they need actionable AI and firms that use AI will outpace those that don’t. He discussed how platforms like OneVest are applying intelligent systems not for novelty, but for meaningful, measurable outcomes across the investor lifecycle enabling firms and their advisors with higher client engagement and most importantly satisfaction. OneVest is helping firms eliminate friction at the very first step of the investor journey. We recognize that legacy and traditional processes are manual, and the need to leverage technology to help digitize and streamline onboarding and other workflows result in faster time-to-fund and a vastly improved advisor and client experience. Key Theme: The CX Factor, What’s Defining the Modern Wealth Client Experience A great CX (Client Experience) isn’t just about efficiency, it’s about the bond a client feels with their advisor. Trust, timing, and relevance are what deepen that connection, and where confidence and loyalty are built. Advisors consistently show up with the right support at the right moment. AI is enabling a new era of personalization, helping advisors engage more meaningfully by anticipating needs, surfacing opportunities, and deepening trust.At OneVest, we believe AI should enhance, not replace, the human side of wealth management. Our Next Best Action feature is designed with that in mind. It offers timely prompts so advisors can stay ahead of client needs before they even arise, helping to strengthen relationships and deliver an elevated client experience that feels personal, not transactional. Key Theme: High Focus towards Organic Growth — How Technology Becomes the Growth Engine One of the most resonant themes at the conference was the rising urgency around organic growth. After years of M&A dominating the conversation, firms are now looking inward—asking how they can grow smarter, not just bigger. Technology is emerging as the key enabler in this shift.At OneVest, we're directly addressing this shift in behavior by delivering a platform that helps firms unlock growth through better client experience, faster onboarding, and efficient advisor workflows. With the modular and an API-first infrastructure, firms are empowered to scale intentionally without relying solely on acquisitions. OneVest makes organic growth not just possible, but repeatable by removing operational frictions and enabling seamless digital engagement for both the advisors and their clients. Key Theme: Wealth Transfers and Intergenerational Planning With over $84 trillion beginning to transfer between generations, Technology is taking a front seat and becoming critical in helping firms prepare. Preparing for a generation that is digital first and will expect the same with the management to their wealth. OneVest’s platform is built with the end client in mind, ensuring every interaction feels intentional, intuitive, responsive, and aligned with the digital standards today’s investors expect. Our design and product teams have intentionally crafted experiences that provide a best-in-class interface the next generation is already accustomed to in their everyday lives, bringing that same level of ease and engagement to their wealth management journey. This seamless digital experience doesn’t just meet expectations; it strengthens the client’s association of the firm with innovation, trust, and forward-thinking service. Moving from Theory to Execution As Amar said during the panel: “AI is not replacing advisors—it’s equipping them to deliver more value, faster.” At OneVest, we believe the most transformative AI doesn’t sit behind the curtain. It shows up every day—in every workflow, every client conversation, and every investment decision. We left Wealth Management EDGE energized by how aligned the industry is around the role of technology and AI must play. The question is no longer if, but how fast firms can adopt, integrate, and scale these innovations.
5 mins min
NewsWealthTech Disruptor, OneVest Recognized for Innovation and Market Impact with Dual Finalist Honors at 2025 Wealthies Awards
New York, NY – June 10, 2025 - Following its successful Series B funding round led by Salesforce Ventures, OneVest is redefining WealthTech and bringing its transformative, full-stack wealth management platform to financial institutions across the US. This strategic growth underscores OneVest’s commitment to reshaping the future of wealth management with technology that enables seamless, scalable, and intelligent investing experiences for Advisor, Client and Home Office. As the industry evolves, OneVest’s modular platform is helping RIAs, banks, asset managers and insurance companies modernize how they deliver wealth management solutions and services, driving operational efficiency, enhancing client engagement, and reducing time to market. Recognized by the Industry That momentum has earned OneVest finalist recognition in two categories for the 2025 Informa Connect Wealth Management Industry Awards: Client Onboarding/New Account Opening – Digital Onboarding PlatformInnovation Platforms – Next Best Action Powered by AI These honors validate OneVest’s leadership in delivering cutting-edge solutions that simplify complex processes and enhance advisor productivity.A standout innovation is Next Best Action Powered by AI, a feature that delivers real-time, proactive recommendations to advisors. By surfacing intelligent, context-aware prompts, the tool helps wealth managers engage clients more effectively, take timely action, and ultimately drive better financial outcomes. It is part of OneVest's recently announced Enhanced AI suite and a key differentiator in the wealthtech space.Furthering this leadership in innovation, OneVest will be featured at Wealth Management EDGE, the industry's leading thought leadership event. Co-Founder and CEO Amar Ahluwalia will speak on the AI Assembly Track on the “Work Smarter, Not Harder: AI’s Role in Operational Excellence” panel held on Tuesday, June 10 at 2:50–3:30 PM ET.The session will explore how firms can harness AI to enhance operations and empower advisors in an increasingly complex environment. Orchestrating the Entire Wealth Stack OneVest’s platform is designed with open architecture at its core, enabling effortless integration with third-party systems across compliance, custodial services, CRM, and more. This universal orchestration allows financial institutions to customize and control their entire tech stack without compromising scale or performance.An important part of wealth management solutions is the integrations to the custodian ecosystem. OneVest continues to deepen relationships with leading custodians and infrastructure providers, including Charles Schwab, Envestnet, APEX, DriveWealth, Hilltop, Plaid and many more, offering clients unmatched flexibility and connectivity across their operations.These integrations accelerate time-to-value for new OneVest clients by significantly reducing implementation effort. With built-in connectivity to leading custodians and infrastructure providers, firms can onboard quickly, minimize manual setup, and immediately deliver a modern, unified experience to both advisors and end clients—without heavy development work. Streamlined Advisor Onboarding for Growing Firms OneVest is the right choice for modern RIA firms looking to scale fast by attracting top advisor talent.Advisor transitions are often messy, manual, and resource-intensive, both for the incoming advisor and the firm. Many RIAs rely on fragmented processes that create bottlenecks, increase compliance risk, and slow down AUM transfers. For advisors, the operational burden and uncertainty of joining a new firm can be a major deterrent, and for firms, it’s a costly and inconsistent experience that strains transition teams and jeopardizes client retention.OneVest solves this with a fully digital, end-to-end advisor onboarding experience. Configurable workflows, embedded compliance tools, and integrated data infrastructure reduce manual lift, eliminate redundant processes, and accelerate time to revenue. Advisors can bring over their book smoothly, while firms maintain full visibility and control. For growing RIAs, this means faster ramp-up times, fewer errors, and a standardized onboarding journey aligned with firm policies and brand expectations, helping firms recruit top talent and scale with speed. About OneVest OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. With backing from leading investors such as Salesforce, Deloitte, Allianz, TIAA, OMERS, Fin Capital, FJ Labs and many more, OneVest is positioned at the forefront of wealth management innovation. Contact: marketing@onevest.com
NewsOneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investor
April 9, 2025 - New York, NY - OneVest is pushing the limits of modular wealth infrastructure with its white-labeled mobile app, deployed and transforming the way customers and advisors operate today. Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation. A trusted platform for tracking investments and easily accessing key documents, all at your fingertips. “This mobile app from OneVest supports our vision of delivering intuitive tools and best in class digital experiences for our clients,” said Brian Casey, CEO of Westwood Holdings Group Inc. and President of Westwood Wealth Management. “It pushes our digital strategy forward and reinforces our commitment to innovation in client experience.” Custom-Branded, Mobile-Ready Available natively on both Android and iOS, the mobile app is designed to meet the expectations of today’s investors and the demands of growing firms. Enterprises gain an enhanced mobile experience without the time and cost of building it from the ground up. The app offers no-code personalization, allowing enterprises to design and deploy custom user journeys, UI, and data visualizations that align with their client service practice. It’s the next-gen mobile platform that shortens time to market and puts firms in full control. Enabling Advisor Efficiency Empowered clients lead to more efficient advisors. By providing clients with full access to account details, documents, and market insights, they are better equipped to manage their own needs and stay engaged—allowing advisors to dedicate more time to strategic planning and advice. This dynamic creates a savvier technology relationship, where the advisor-client interaction aligns with today’s seamless integration of a digital lifestyle. Engaging Clients Where They Are Clients get a self-serve, intuitive wealth experience that rivals the best in fintech. Secure onboarding can be completed directly through the app, giving clients instant access to their accounts. They can monitor market values, move money, view past and upcoming transactions, while exploring their portfolios through flexible formats including enriched visuals, charts, and filters by sector or asset class. Documents, tax files, and agreements are easily accessible in one place. With embedded market data and biometric login for added security, the OneVest mobile app is built for both everyday convenience and long-term confidence. “It’s the culmination of our platform strategy in action, where design, data, and infrastructure converge,” said Amar Ahluwalia, Chief Executive Officer at OneVest. “Our mobile app represents the future of wealth management—empowering both clients and advisors with seamless, real-time access to critical information and insights, all while delivering a fully branded experience. We’re not just meeting the demands of today’s investors; we’re leading the transformation of wealth management." About OneVest OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit www.onevest.com. Contact: marketing@onevest.com
Ready to get started
Experience the future of wealth management, tailored to your firm's needs.