OneVest provides all the tools required to launch your wealth program. Delight both investors and advisors with personalized digital experiences that are easy to navigate.
All the Tools You Need
One centralized platform
Use one powerful tool for all aspects of running your business, from client management and compliance, to portfolio management and trading.
Rapidly launch with minimal effort
Choose your development investment. From no-code, pre-built solutions that can be white-labeled with your brand, to fully customized API builds, and everything in between.
Goals-based unified managed accounts
OneVest’s goals-based UMA and automated rebalancing capabilities allow your firm to offer a sophisticated wealth program at scale.
Custodian and dealer integration
Seamlessly integrate your custodian and execution broker of choice. Move from emails, spreadsheets, and error-prone manual processes to API integrations that automate every step.
