OneVest’s Model Portfolio Marketplace provides a seamless technology delivery with turnkey access to institutionally managed investment solutions.
Features
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Leading asset managers
Get institutional-grade investment solutions, managed by the world's leading asset managers, such as BlackRock and Vanguard, delivered in a seamless fashion.
Integrated into the OneVest platform
Personalize experiences across investor segments and enterprise channels, while being supported by powerful Unified Managed Account technology capabilities on the back-end.
Portfolio management capabilities
Account funding, bulk rebalancing, and settlement/allocation are made easy through OneVest’s platform.
"This collaboration aligns with BlackRock’s purpose to help more and more people experience financial well-being. By offering our Strategic Asset Allocation ETF models through OneVest's innovative platform, we aim to help a broader range of investors access low-cost diversified portfolios with confidence and ease."
Helen Hayes
Head of iShares Canada at BlackRock
"Vanguard’s core purpose that underpins all of our investment products is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Through this partnership with OneVest, investors can access a broader range of low-cost and diversified portfolios."
Mario Cianfarani
Head of Sales and Distribution at Vanguard Investments Canada Inc.
Insights and tools for the modern wealth professional
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