Financial technology firm OneVest has collaborated with Envestnet, a provider of intelligent systems for wealth management and financial wellness.
This alliance will integrate OneVest’s configurable technology solutions into Envestnet’s portfolio management platform, enhancing client experience for Canadian enterprises.
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The joint offering provides a customisable, white-labelled platform for both desktop and mobile applications, allowing organisations to align the technology with their branding, business, and regional requirements, including bilingual support in English and French.
OneVest CEO Amar Ahluwalia said: “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.”
Envestnet platform strategy head Blake Wood said: “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.
“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 personalised and impactful experience to their clients.”
Last month, DriveWealth and OneVest formed an alliance to integrate OneVest’s wealth management platform with DriveWealth’s investing ecosystem, aiming to provide “next-generation” wealth management solutions.
