Audience

Companies and organizations searching for a solution to expand or modernize their wealth management delivery

About OneVest

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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Pricing

Free Version:
Free Version available.

Integrations

API:
Yes, OneVest offers API access
No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

OneVest
Canada
www.onevest.com

Videos and Screen Captures

OneVest Screenshot 1
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Support
Online

OneVest Frequently Asked Questions

Q: What kinds of users and organization types does OneVest work with?
Q: What languages does OneVest support in their product?
Q: What kind of support options does OneVest offer?
Q: Does OneVest have an API?
Q: Does OneVest have a mobile app?
Q: What type of training does OneVest provide?

OneVest Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting