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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 Fundpath?

Wealth managers often invest a significant amount of their time interacting with the asset management field, frequently finding that much of this time is taken up by calls that are either unqualified, misplaced, or irrelevant. In response to this issue, a groundbreaking solution has been developed that effectively bridges the information gap, allowing asset managers to swiftly pinpoint the appropriate contacts, optimal timing, and pertinent discussion topics, thereby enabling wealth managers to concentrate on issues that genuinely matter to them. Fundpath has publicly pledged to achieve carbon neutrality in accordance with PAS 2060 standards and is also focused on fostering more efficient practices while reducing wasteful ones, which contributes to a decrease in the indirect carbon emissions of the industry. This forward-thinking strategy not only improves operational effectiveness but also resonates with the increasing demand for sustainable practices within the financial services sector. By prioritizing these initiatives, Fundpath is positioning itself as a leader in both asset management efficiency and environmental responsibility.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Version

Pricing Information

Free
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

Android
iPhone
iPad
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online Training

Company Facts

Organization Name

OneVest

Company Location

Canada

Company Website

www.onevest.com

Company Facts

Organization Name

Fundpath

Date Founded

2021

Company Location

United Kingdom

Company Website

www.fundpath.co.uk

Categories and Features

Embedded Finance

Not specified

Investment Management

Not specified

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

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