OneVest was built to be modular, meaning each platform feature—such as Onboarding or Client Portal—can function independently. So whether you need to fill a gap in your existing system, or you need an end-to-end wealth management solution, OneVest has you covered.
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Faster, easier
implementation
Our platform is built on independently deployable microservices—providing the flexibility to easily add, remove, or update services as your firm’s needs change.
Open architecture
Create the experience you need for your business. OneVest’s open architecture makes it easy to make changes as your client needs evolve.
Flexibility to
choose the right
solution
From Client Onboarding to Portfolio Management, our comprehensive suite of modules offers everything needed in a complete wealth management solution.
Insights and tools for the modern wealth professional
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