OneVest, a cutting-edge financial technology company, has announced a new partnership with Envestnet, a leader in transforming the delivery of financial advice through its ecosystem of connected technology, advanced insights and solutions. This collaboration will integrate OneVest’s configurable technology solutions within Envestnet’s powerful portfolio management platform, providing enterprises in Canada with a modern, seamless client experience that is both scalable and adaptable.
“By joining forces with Envestnet, we’re equipping enterprises and advisors with cutting-edge technology that not only enhances the client experience but also adapts to their evolving business requirements. Together, we’re setting a new standard for wealth management platforms.”
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Through this partnership, OneVest’s solutions will enable enterprises in the Canadian market to leverage a robust, out-of-the-box client experience layer on top of Envestnet’s tools. The pre-integrated platform offers enterprises a highly customizable, white-labeled solution for both desktop and mobile applications. Organizations can tailor these applications to meet specific branding, business, and regional needs, while also offering bilingual capabilities in English and French.
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“This partnership represents a major leap forward in our mission to Power the World’s Wealth,” said Amar Ahluwalia, CEO of OneVest. “By joining forces with Envestnet, we’re equipping enterprises and advisors with cutting-edge technology that not only enhances the client experience but also adapts to their evolving business requirements. Together, we’re setting a new standard for wealth management platforms.”
“Partnering with OneVest strengthens our commitment to meeting the evolving needs of clients in the Canadian market, while empowering more financial advisors and service providers with the technology and intelligence needed to drive better client outcomes,” said Blake Wood, Head of Platform Strategy at Envestnet. “This collaboration broadens Envestnet’s ability to meet client needs in the Canadian marketplace, with a bilingual user interface that enables advisors to deliver a more personalized and impactful experience to their clients.”
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Envestnet’s technology powers some of the largest financial institutions in North America. Integrating OneVest’s innovative solutions into Envestnet’s platform ensures these enterprises have the tools to grow and succeed in an increasingly competitive market.
OneVest continues to lead the industry with its modular, end-to-end wealth management platform that addresses the diverse needs of financial institutions. Its partnership with Envestnet reflects a shared commitment to delivering cutting-edge capabilities for advisors and their clients in Canada.
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Source – Intent Market Research
