OneVest Enhances Wealth Management Solutions with Aviso
OneVest, a company that is driving innovation in wealth management, recently announced its latest custodial integration with Aviso Wealth. This development marks a significant step in OneVest's mission to provide a robust and unified wealth operating system. By connecting more effectively with custodians, OneVest is setting a new benchmark for streamlined operations within the financial services sector.
Streamlined Operations and Enhanced Connectivity
This new integration with Aviso Wealth emphasizes OneVest's commitment to delivering seamless connectivity for wealth management firms. The collaboration is designed to improve core operational workflows and support firms in their digital transformation journeys. With enhanced interoperability, businesses can now unify various operational processes within the OneVest platform.
Integration Features and Benefits
Firms utilizing Aviso's custodial services can now enjoy comprehensive platform connectivity that encompasses onboarding, client and advisor portals, portfolio management, as well as billing and reporting systems. The OneVest platform is evolving to support multi-custodian environments, essentially reducing the friction that may come with switching between services.
Robust Custodial Integration
This end-to-end integration includes vital support for processes such as account openings, trading activities, and money movements. It empowers firms to enhance key operational workflows from the front office to the back office. Additionally, the integration allows firms to onboard onto the OneVest platform seamlessly, providing instant access to industry-leading tools and resources.
Accelerating Time-to-Value for Partners
By engaging directly with custodians, OneVest significantly reduces the time it takes for firms to realize value from their technologies. This strategy not only aids in forming valuable partnerships but also supports OneVest's expansion as a leader in the flexible, enterprise-grade infrastructure that contemporary wealth management firms require.
Amar Ahluwalia, CEO of OneVest, expressed pride in the company's ability to integrate quickly with custodians like Aviso. "Supporting innovative firms that prioritize client experience transformation and advisor workflow enhancement is central to our mission," he stated.
About OneVest
OneVest is a financial technology solution cementing its place in the wealth management landscape by offering a sophisticated wealth operating system. By providing a modular platform, OneVest streamlines processes from onboarding through to portfolio management and analytics. Its open architecture enables financial institutions to adapt solutions tailored to their business needs, fostering an excellent client and advisor experience. The company proudly serves various institutions across the U.S., Canada, and global markets.
About Aviso Wealth
Aviso Wealth stands as a trusted wealth services provider in Canada, serving nearly all credit unions in the country. With assets exceeding $110 billion under administration and management, Aviso offers comprehensive investment solutions, custody services, and insights into responsible investing through its subsidiaries such as NEI Investments and Qtrade.
Frequently Asked Questions
What is OneVest's latest integration announcement?
OneVest recently announced a custodial integration with Aviso Wealth to enhance connectivity and streamline operations for wealth management firms.
How does the Aviso integration benefit wealth firms?
The integration allows firms to achieve end-to-end connectivity across various operational processes, improving efficiency and modernizing client experiences.
What functionalities does the OneVest platform offer?
OneVest’s platform includes features for onboarding, client and advisor portals, portfolio management, fees, billing, and reporting.
Why is the Aviso integration significant for OneVest?
This integration supports OneVest's goal of reducing switching friction for firms and providing a secure and unified data infrastructure across the wealth management ecosystem.
What is OneVest's approach to custodian partnerships?
OneVest focuses on directly collaborating with custodians to shorten the time-to-value for its partners, offering flexible and scalable solutions tailored to modern wealth management needs.
