Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

Nov 18, 2024•about 1 year ago

Contract Type

partnership

TorontoSustainabilityFinancial ServicesSoftware

Description

OneVest, a cutting-edge wealth management technology company, has been selected by Westwood Wealth Management to be its wealth management software provider. This strategic move underscores Westwood Wealth Management’s commitment to delivering an exceptional client and advisor experience by integrating OneVest’s cutting-edge, highly configurable platform. The partnership aims to enhance both the client and advisor experience through advanced technology and configurable platform.

Company Information

Company

One Vest

Location

Toronto, Ontario, Canada

About

OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.

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Strategic partnership established
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