Streamline operations with a wealth management platform designed for broker-dealers. Deliver personalized advisor and client experiences while helping to ensure business and regulatory controls. Free your team to focus on growing client relationships by automating administrative tasks and eliminating manual inefficiencies.
Empower Portfolio Managers & Advisors
End-to-end automation
Integrate custodial, trade execution, and compliance/AML functionalities directly into your operations. Transition from error-prone emails and spreadsheets to a fully automated platform that reduces risk and improves efficiency.
A modular platform
OneVest adapts to your unique needs as a broker-dealer. Whether you require a full-suite solution or specific modules to enhance your existing processes, OneVest delivers flexibility and precision.
Infinitely scalable
Support your advisors, portfolio managers, operations, and growing client base with a platform that scales effortlessly. Offer a best-in-class wealth management experience, no matter the size of your operation.
