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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 InvestSuite?

We firmly believe that collaboration between traditional financial institutions and fintech firms creates mutual benefits for both sides. The strengths and objectives of each party enhance one another, resulting in valuable partnership opportunities. By diversifying their range of digital investment products, companies can not only market to their existing customers but also expand into new demographic segments. However, the process of developing unique proprietary investment solutions can be time-consuming and expensive, especially in the face of rising fee pressures and intricate regulatory requirements. This difficulty has prevented brokers from successfully creating and launching innovative products that could drive growth. Even though many wealth managers take pride in their well-established investment approaches and expertise, they are under increasing pressure to manage costs and maintain profit margins, forcing the industry to undergo a fundamental transformation and modernize their existing business models to remain profitable in an ever-changing environment. Moreover, adapting to these industry shifts is crucial not only for immediate survival but also for ensuring sustained success and competitiveness in the future financial landscape. The ability to innovate and respond to market demands will ultimately determine the leaders in this dynamic sector.

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

InvestSuite

Date Founded

2018

Company Location

Belgium

Company Website

www.investsuite.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

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