OneVest has signed a strategic partnership with Westwood Wealth Management to provide its wealth management technologyfor both clients and advisors.
This collaboration will enable Westwood to deliver improved financial services by leveraging OneVest’s configurable wealth management platform.
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The integration of OneVest’s technology will empower Westwood’s private wealth advisors with a streamlined digital experience, minimising administrative tasks.
OneVest CEO Amar Ahluwalia said: “We are delighted to support Westwood Wealth Management as they continue to elevate their client-centric approach.
“Our configurable platform is designed to empower firms like Westwood to craft unique experiences that reflect their brand and exceed client expectations.”
Clients of Westwood will benefit from an advanced client portal and a branded mobile application, according to OneVest.
These tools are designed to provide clients with access to their financial information, thereby enhancing their engagement with the firm’s services.
Westwood Wealth Management president and CEO Brian Casey said: “We are excited to partner with OneVest and implement their highly configurable platform to enhance both the client and advisor experience.
“This collaboration is an important step in our mission to offer unparalleled financial services supported by the best technology available.”
OneVest provides a comprehensive end-to-end wealth management platform. Its services range from client onboarding to portfolio management and analytics.
Westwood Holdings Group, which is Wealth Management’s parent company, offers a wide range of investment solutions, including US value equity and multi-asset strategies, and more.
In November 2022, Westwood concluded a transaction to acquire the asset management business of Salient Partners for almost $60m.
