SIMONSIMON Markets
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Related Products
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OneVest:
About
We deliver wealth, as a service. Expand or modernize your wealth management delivery with a sophisticated platform that embeds seamlessly into your enterprise. Enabling modern wealth management delivery. From modernizing legacy programs to launching them for the first time, OneVest helps you get to market faster. Embed wealth services into your platform and get up-and-running without the overhead. Offer a modern customer experience and upgrade your infrastructure with an end-to-end platform. Deliver a modern wealth management experience to your customers by embedding OneVest services into your applications. Our developer-friendly API allows you to create a customized wealth management experience. Leverage OneVest's wealth platform as your own without needing to build it all yourself. Showcase your brand with web and mobile apps that allow you to get to market quickly and effortlessly. Seamlessly deliver wealth management in conjunction with your existing back office.
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SIMON:
About
Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository.
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OneVest:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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SIMON:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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OneVest:
Audience
Companies and organizations searching for a solution to expand or modernize their wealth management delivery
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SIMON:
Audience
Digital wealth management experience solution for companies
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OneVest:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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SIMON:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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OneVest:
API
Offers API
Supported
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SIMON:
API
Offers API
Not Supported
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OneVest:
Screenshots and Videos |
SIMON:
Screenshots and Videos |
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OneVest:
Pricing
No information available.
Free Version
Supported
Free Trial
Not Supported
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SIMON:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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OneVest:
Reviews/
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SIMON:
Reviews/
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OneVest:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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SIMON:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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OneVest:
Company InformationOneVest
Canada
www.onevest.com
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SIMON:
Company InformationSIMON Markets
Founded: 2018
United States
www.simon.io/solutions/
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OneVest:
Alternatives |
SIMON:
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Categories |
SIMON:
Categories |
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OneVest:
Integrations
Regal
Not Supported
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SIMON:
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