OneVest Expands Custodian Connectivity with Aviso
OneVest, a leader in financial technology, has made significant strides in enhancing its Wealth Operating System with the introduction of a new custodial integration with Aviso. This development is set to unify and modernize wealth management practices across the board.
Seamless Operations and Digital Transformation
The integration allows wealth management firms to leverage improved interoperability, which promotes streamlined operations. OneVest enhances connectivity for these firms, making it easier to manage workflows and accelerate digital transformation efforts.
End-to-End Connectivity Benefits
This innovative integration highlights OneVest's commitment to providing end-to-end solutions, enabling firms that partner with Aviso to enjoy comprehensive platform connectivity. From onboarding to portfolio management and reporting, the user experience is notably enhanced, allowing firms to deliver superior services to their clients.
Robust Infrastructure for Modern Wealth Management
OneVest's integration with Aviso supports critical functions such as account opening, trading, and the movement of funds. This empowers firms to streamline operational workflows efficiently. Built with scalability in mind, this integration allows easy onboarding for Aviso custodians, granting immediate access to OneVest’s advanced front-end tools.
Collaboration for Rapid Value Realization
By actively collaborating with custodians, OneVest significantly reduces the time it takes for partners to realize value from their investments. The company is paving the way for enhanced flexibility and infrastructure that meets the demands of modern wealth management.
Leadership Remarks
Amar Ahluwalia, CEO of OneVest, stated, "Our ability to integrate with custodians like Aviso is a core strength of OneVest's open architecture platform. We are committed to supporting innovative firms in enhancing client experiences and transforming advisor workflows efficiently."
About OneVest
OneVest is transforming the wealth management landscape through its unique Wealth Operating System, which is a modular platform that combines various elements of wealth management from onboarding to advanced portfolio analytics. This system is designed to cater to the dynamic needs of financial institutions, ensuring they provide exceptional advisor and client experiences. OneVest operates in both domestic and global markets, facilitating lasting engagements within the wealth management sector.
About Aviso
Aviso stands tall as a significant player in the Canadian financial market, managing over $160 billion in assets. It aims to create a technology-driven, client-centric wealth management ecosystem that empowers both advisors and investors. With a solid client base, including credit unions and investment advisors, Aviso continues to enhance its offerings through a range of investment solutions, brokerage services, and managed portfolios.
Frequently Asked Questions
What is the new custodial integration launched by OneVest?
OneVest has launched a new custodial integration with Aviso, enhancing connectivity for wealth management firms.
How does this integration improve operational workflows?
The integration streamlines operations across various processes including onboarding, client management, and reporting, allowing for greater efficiency.
Who is Aviso?
Aviso is a leading provider of wealth management services in Canada, overseeing substantial assets while focusing on client-centric solutions.
What are the benefits of using OneVest’s platform?
The OneVest platform offers a unified system that improves the experience for both financial institutions and their clients, with modernized workflows and robust features.
How does OneVest support its partners?
OneVest collaborates with custodians to reduce time-to-value for its partners, providing flexible and scalable infrastructure tailored for the modern wealth management environment.
