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.
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