Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nexo Reviews & Ratings
    16,412 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,446 Ratings
    Company Website
  • Dragonfly Reviews & Ratings
    16 Ratings
    Company Website
  • Gr4vy Reviews & Ratings
    2 Ratings
    Company Website
  • Stripe Reviews & Ratings
    3,736 Ratings
    Company Website
  • Plaid Reviews & Ratings
    117 Ratings
    Company Website
  • Axero Reviews & Ratings
    205 Ratings
    Company Website
  • CLEAR Reviews & Ratings
    1 Rating
    Company Website
  • Vantaca Reviews & Ratings
    333 Ratings
    Company Website
  • Imorgon Reviews & Ratings
    5 Ratings
    Company Website

What is OneVest?

We offer wealth management as a streamlined service. Elevate or refresh your wealth management capabilities using an advanced platform that seamlessly integrates with your existing business functions, enabling modern delivery of wealth management services. Whether you’re looking to enhance current programs or launch new ones, OneVest empowers you to accelerate your entry into the market. By embedding wealth services into your platform, you can roll out solutions rapidly while avoiding extra overhead expenses. Provide a sophisticated customer experience and enhance your operational framework with a comprehensive platform offering. By incorporating OneVest’s services into your systems, you can ensure a cutting-edge wealth management experience for your clients. Our developer-friendly API allows for the easy creation of a customized wealth management solution. Use OneVest’s wealth platform as your own, sidestepping the need for extensive internal development. Strengthen your brand with user-friendly web and mobile applications that enable fast and efficient market penetration. Additionally, you can effectively integrate wealth management services with your current back-office systems, creating a smooth operational flow. This strategy not only expands your service offerings but also fosters deeper customer loyalty through improved engagement and satisfaction. Ultimately, embracing this approach positions you for sustained growth and success in the evolving financial landscape.

What is Contemi Wealth Intelligence?

Wealth Intelligence (WIN) provides an extensive array of fully integrated solutions designed for front, middle, and back office wealth management, specifically tailored for asset and wealth management firms. By utilizing this unified system, these firms can oversee all aspects of their operations from a single platform, which negates the necessity for multiple separate systems. A bank guarantee serves as a financial commitment from a lending institution, assuring that a debtor will fulfill their obligations. This financial assurance enables customers or debtors to purchase products, obtain equipment, or secure loans with greater confidence. The necessity for an advanced Guarantee Management System is critical, particularly one that prioritizes digital automation and ensures smooth integration among various parties, such as debtors, agents, and risk carriers, to boost operational effectiveness. Contemi's Bank Guarantee Management System stands out as a premier solution to meet this modern requirement, offering rapid and straightforward customization options for products that meet specific industry demands. With its intuitive interface, this platform proves to be an essential asset for organizations aiming to optimize their guarantee management workflows, ultimately leading to improved performance and satisfaction in their operations.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

OneVest

Company Location

Canada

Company Website

www.onevest.com

Company Facts

Organization Name

Contemi Solutions

Company Location

United States

Company Website

contemi.com

Categories and Features

Investment Management

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

Categories and Features

Investment Management

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

Popular Alternatives

Popular Alternatives

M2Advisor Reviews & Ratings

M2Advisor

M2Wealth
Contemi Wealth Intelligence Reviews & Ratings

Contemi Wealth Intelligence

Contemi Solutions
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company