Skip to main content
Onevest Recognized as a 5-Star Wealth Tech Provider by Wealth Professional
We're proud to share that Onevest has been recognized as a 2026 5-Star Wealth Tech Provider by Wealth Professional. The annual report highlights the firms genuinely moving the needle for modern advisors, solving the problems wealth managers face every day, from onboarding and planning through monitoring, reporting, and compliance.
The award recognizes a specific set of standout features that the 5-Star providers share:
automating low-value work across the lifecycle
leveraging specialized, explainable AI
delivering personalized, digital-first client experiences
being purpose-built and deeply aligned with regulatory and operating realities
clearly expanding advisor capacity, reach, and economics
For wealth managers and advisors, the question is no longer whether to invest in technology, but which providers are genuinely solving real-world problems. The 5-Star Wealth Tech Providers are the partners firms turn to when legacy systems slow growth, when data is scattered across platforms, or when manual processes can no longer keep pace with regulatory and client demands. Being named to this list reflects the work we've done alongside our clients to build a platform that scales with them.
At the centre of that work is the Onevest Agentic Wealth OS, our platform built directly around the needs of modern wealth management firms. It unifies onboarding, planning, portfolio management, monitoring, reporting, and compliance on a single foundation, with a specialized AI agent that takes on the repetitive work that has traditionally consumed advisor time. The Agentic Wealth OS is shaped by the same forces this award recognizes: rising client expectations, mounting compliance demands, fragmented data, and the need to grow capacity without growing headcount. It is our answer to the problems the firms on this list set out to solve.
We're proud to be acknowledged on each of these dimensions, and equally proud of the company we're keeping on the list. To our clients, partners, and the Onevest team, thank you.
Keep Reading
NewsOneVest opens the Agentic Wealth OS with MCP for real-time AI data access and agentic action
For RIAs, banks, and broker-dealers, the OneVest MCP Server unlocks secure, real-time AI access to live data, portfolio positions, and pipeline activity, and accelerates what becomes possible when AI tools work together across an entire wealth management ecosystem. NEW YORK, NY – April 28, 2026 – Today, we’re launching the OneVest MCP Server, a Model Context Protocol bridge designed to securely expose wealth management workflows to Large Language Models. Where OneVest's recently released Agentic Wealth OS delivers execution across the wealth management enterprise, the MCP server extends that intelligence into any MCP-compatible AI tool, including Anthropic's Claude, Cursor, and others, connecting it directly to a firm's live environment: live data, current pipeline, outstanding tasks and much more. The AI works from inside the system of record, in real time, not from a snapshot or a data export. Built on an open standard, the OneVest MCP Server does not operate in isolation. It works alongside any other MCP-compatible tool in the market, unlocking use cases that compound as more of the wealth management industry adopts the standard. OneVest customers will now be positioned at the center of that ecosystem. The Result? Agentic Can Now Go Further. The OneVest MCP Server enables wealth management firms to operate with a level of AI connectivity that most platforms are still building toward. Advisors and wealth managers can interact with live data, manage their full book of business, and execute workflows through natural language, without leaving the AI tools they already use. Firms that deploy MCP-connected systems today are building a competitive advantage that compounds over time, and the OneVest MCP Server is how firms get there now. “The Agentic Wealth OS was built to eliminate the manual labor tax on advisors and operations teams. The MCP server is what makes that promise portable,” said Jakob Pizzera, COO of OneVest. “Now the AI our clients use every day, whatever tool that is, connects directly to live data and executes real wealth management work. That is the vision of the Agentic Wealth OS fully realized: intelligence that acts, wherever the advisor already is.” One Secure Connection, Across Every Workflow and Every Tool. The OneVest MCP Server delivers a single, secure connection into the entire wealth management workflow. An advisor who prefers working in Claude can now chat with Claude and execute directly inside the OneVest system, pulling a full client briefing, searching their book of business, logging a call, or updating a record through natural language. Operations teams can query live AUM, track opportunity pipelines, and generate custom reports, all without the manual overhead. Every MCP session is authenticated and strictly scoped to each user and each firm, with no cross-firm data access possible by design, giving banks, RIAs, and broker-dealers the compliance posture they require without any additional infrastructure to manage. The OneVest MCP Server is built on an open standard, it works alongside any other MCP-compatible tool a firm connects, from research and market data to document management and internal systems, all inside the same AI session and under the same authenticated identity. For the firm, every new connection compounds the value of the ones already in place. What the OneVest MCP Connects The MCP server gives AI agents live, secure access to the core of the wealth management workflow. It is not read-only. The AI can query and write back to the CRM, creating and updating clients, contacts, accounts, positions, transactions, and more, all scoped to the authenticated user’s permissions. Because OneVest implements the open MCP standard, firms are not committed to a single AI vendor. The integration works with any MCP-compatible AI today and with whatever tools emerge tomorrow. The firm chooses the AI. OneVest provides the live connection. “No firm should ever have to choose between the AI tools they want and the wealth platform they trust,” said Nathan Di Lucca, CTO of OneVest. “The MCP server is how the Agentic Wealth OS becomes truly ambient. It is the execution layer that lets any AI agent move from conversation to action, inside the system of record, in real time. Most wealth management platforms have this on a roadmap. OneVest offers this today.” The New Standard: An Agentic Wealth OS That Meets Advisors Where They Are OneVest is setting a new benchmark in wealth technology. Not just an AI-native platform that executes inside its own walls, but one that extends that execution to any AI tool a firm chooses to deploy. The intelligence layer and the system of record are now one, regardless of where the advisor is working. Most wealth management platforms are still describing this future. OneVest’s clients are already operating in it. 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
NewsTwo awards. One vision: wealth management, reimagined.
PWM Wealth Tech Awards 2026 We’re proud to announce that OneVest has been named a winner in two categories at the 2026 PWM Wealth Tech Awards, one of wealth management’s most respected industry recognitions, published annually by Private Wealth Management, a Financial Times publication. PWM Wealth Tech Awards 2026: WINNERS Best Supplier for Use of AIBest Supplier for Client Onboarding Technology These awards reflect the work our team has been doing to fundamentally rethink how wealth management firms operate. Not just digitize the old way of doing things, but rebuild from the ground up. In March 2026, we launched the Agentic Wealth Operating System: an AI-native platform designed to automate the operational workflows that slow wealth management firms down from account opening and document processing to compliance checks and data handling. The Agentic Wealth OS moves beyond simple alerts and notifications. It’s a true “Jobs to be Done” engine, one that understands context, takes action, and improves the fragmented, paper-heavy processes that have long burdened advisors and operations teams. The result: less time on administration, more time with clients. Being recognized in both AI and onboarding is meaningful to us, because those two categories aren’t separate. The future of onboarding is AI-powered, and the future of AI in wealth management is only as good as the client experience it creates. A thank you to our team, our partners, and the firms who trust us to power the future of wealth management. Check out the full list of PWM Wealth Tech Awards winners here.
NewsMackenzie Investments Selects OneVest’s Operating System to Advance its Digital Transformation for Advisors and Investors
Mackenzie to leverage OneVest’s highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions. TORONTO, ON- April 20, 2026 - OneVest, a leading provider of next-generation wealth management technology, today announced it is partnering with Mackenzie Investments ("Mackenzie"), a leading global asset manager, as the firm advances its digital experience transformation strategy. Through this joint initiative, Mackenzie will introduce its new digital client and advisor portals with modern, scalable infrastructure, supported by OneVest’s wealth management operating system later this year. This collaboration with OneVest represents an important milestone in Mackenzie’s broader digital transformation and its client experience ecosystem, spanning digital platforms, data infrastructure, and servicing capabilities to reduce friction and better support advisors and investors. As Mackenzie continues to evolve its digital ecosystem, the firm demanded a high-velocity, API-first architecture capable of integrating seamlessly with its complex enterprise environment. To enable this strategy, Mackenize selected OneVest’s platform for its unique ability to deliver a highly configurable, white-labelled user interface that eliminates administrative friction for the firm’s network of more than 40,000 financial advisors and their clients. “Mackenzie is a visionary institution that deeply understands the importance of elevating the advisor and investor experience in a rapidly changing market,” said Amar Ahluwalia, CEO of OneVest. “Modern asset management requires a shift from rigid, legacy systems to agile, modular environments. Our technology doesn’t force firms to change their business; it provides the flexible engine needed to accelerate it. By supporting Mackenzie’s new digital experiences, we’re providing the high-velocity infrastructure they need to deliver a refined, state-of-the-art experience for their clients.” The Power of Modern Enterprise Technology The collaboration highlights the strength of OneVest’s model in delivering sophisticated, adaptable solutions for the world’s leading financial institutions. Key highlights of the collaboration include: Next-Gen Digital Portals: A new, curated user interface designed to empower advisors to manage their operational workflow more efficiently through, while elevating investor experience through a new investor portal and mobile app.Modular Enterprise Flexibility: OneVest’s architecture is designed specifically for the enterprise customer, offering the ability to integrate flexibly back into established systems and iterate quickly on user experiences.High-Velocity Data Architecture: Universal data orchestration architecture that ensures high-speed performance and data integrity across Mackenzie’s enterprise-scale user base, maintaining a secure and streamlined flow of information. “Delivering a seamless, high-quality experience for advisors and investors is central to our strategy,” said Luke Gould, President and CEO of Mackenzie Investments. “As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.” 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. Please visit www.onevest.com for more information. About Mackenzie Investments Mackenzie Investments (“Mackenzie”) is a Canadian investment management firm with approximately $246 billion in assets under management as of March 31, 2026. Mackenzie seeks to create a more invested world by delivering strong investment performance and offering innovative portfolio solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, it is a global asset manager with offices across Canada as well as in Beijing, Boston, Dublin, Hong Kong and London. Mackenzie is a member of IGM Financial Inc. (TSX: IGM), part of the Power Corporation group of companies and one of Canada’s leading diversified wealth and asset management organizations with approximately $314 billion in total assets under management and advisement as of March 31, 2026. For more information, visit mackenzieinvestments.com