Addenda Capital and OneVest Join Forces for Wealth Management

Addenda Capital and OneVest: A New Era in Wealth Management

In an exciting development for the wealth management sector, Addenda Capital has forged a partnership with OneVest, a leader in innovative wealth management technology. This collaboration is set to significantly enhance the experience of advisors and clients within Addenda's Private Wealth division, reaffirming their commitment to fostering sustainable investment practices.

Enhancing Client and Advisor Experience

Addenda Capital, known for its sustainable investment initiatives, has chosen OneVest as its wealth management software provider. The decision comes in line with Addenda's strategic objective of advancing its Private Wealth services.

The integration of OneVest's full-suite platform will provide comprehensive tools including efficient onboarding processes, user-friendly client and advisor portals, and robust portfolio management features. This will also include streamlined billing and reporting functionalities, enabling Addenda’s Investment Counsellors to focus more on personalized client support rather than administrative tasks.

A Vision for Client-Centric Solutions

Both companies share a vision centered around innovation and enhancing the client experience. Glen Brown, Head of Private Wealth at Addenda Capital, expressed genuine enthusiasm about the collaboration. “We are excited to partner with OneVest to deliver a modern, client-centric experience to our Private Wealth clients and Investment Counsellors. This partnership will enable Addenda to harness cutting-edge technology to elevate our service quality,” he noted.

OneVest’s CEO, Amar Ahluwalia, commented on the partnership’s significance, stating, “Our collaboration with Addenda’s Private Wealth division underscores the transformative power technology holds in the wealth management space. Together, we aim to provide sustainable, impactful, and client-focused solutions.”

Setting New Benchmarks in Wealth Management

This partnership signifies more than just a software upgrade; it represents a strategic alliance aimed at setting new industry standards. By combining Addenda's deep understanding of sustainable investing with OneVest's technological innovation, the partnership is expected to raise the bar for wealth management excellence.

About Addenda's Private Wealth Division

Addenda’s Private Wealth division serves high-net-worth individuals, providing innovative investment solutions tailored to meet financial and sustainable investing objectives. With a focus on forward-thinking strategies, Addenda seeks to identify opportunities often overlooked in traditional investment spaces. Supported by Co-operators, its parent company, Addenda Capital is committed to guiding families towards achieving their financial aspirations while also planning for a sustainable future.

About OneVest

OneVest is committed to revolutionizing the financial technology landscape. It offers an end-to-end wealth management platform that encompasses everything from onboarding clients to comprehensive portfolio management and analytics. Its modular software is designed to allow financial institutions to adapt and fill any gaps in their processes, catering to the unique needs of each client. For more information, interested parties can visit their official website.

Frequently Asked Questions

What is the purpose of the Addenda and OneVest partnership?

The partnership aims to enhance the wealth management experience for Addenda's clients and advisors by utilizing OneVest's advanced technological solutions.

How will the partnership benefit Addenda's clients?

Clients will receive more personalized service due to streamlined administrative processes, allowing advisors to focus more on meeting clients' financial goals.

What features does OneVest's platform include?

OneVest's platform includes client and advisor portals, portfolio management tools, billing, reporting, and analytics functionalities.

Who leads the Private Wealth division at Addenda Capital?

Glen Brown is the Head of Private Wealth at Addenda Capital, overseeing the integration of new technologies and client services.

How can clients learn more about Addenda and OneVest?

Clients can explore the innovative services offered by Addenda and OneVest through their respective official websites, where more information is shared.

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