OneVest Enhances Multilingual Support for Global Wealth Management Firms

OneVest Expands Multilingual Functionality for Wealth Managers

In a bid to enhance accessibility in wealth management, OneVest has introduced groundbreaking multilingual capabilities, designed to assist wealth managers, Registered Investment Advisors (RIAs), and banks. This initiative aims to create a more inclusive environment for clients across the globe. With an expansion of languages, OneVest is embracing diversity in client needs and addressing the growing complexity of cross-border financial management.

Enhancing Client Experiences

OneVest, known for its unified and modular wealth operating system, is shifting the landscape by not just providing basic translation functionalities but offering true multilingual integration. CEO Amar Ahluwalia emphasized that this advancement empowers wealth management firms, allowing them to serve multilingual households and diverse client bases more effectively. “We’re enabling wealth management firms to provide personalized and trusted experiences tailored to their clients’ needs,” he stated, highlighting the importance of adapting to various language preferences.

The platform currently supports English, French, and Spanish, while plans to integrate Simplified Chinese, Japanese, Arabic, and Portuguese are set for early 2026. This move marks a significant step towards breaking down barriers in wealth management, especially for firms dealing with an increasingly diverse clientele. Unlike traditional systems that are hampered by limited or static translations, OneVest’s enhanced capabilities offer a dynamic and holistic client experience. This means every touchpoint, from onboarding workflows to reports and compliance documentation, will be tailored based on user preferences.

Key Features of OneVest’s New Multilingual Functionality

The newly introduced multilingual features include:
1. Comprehensive Language Support: Currently, the platform supports English, French, and Spanish, and will soon expand to include Simplified Chinese, Japanese, Arabic, and Portuguese across all services.
2. Configurable Language Preferences: Wealth managers can set language preferences at various levels—user, client, and home office—tailoring communications and documents specifically to client demographics.
3. Dynamic Workflows: OneVest's architectural design allows for workflows that can adapt to both regulatory and operational requirements, promoting flexibility and efficiency.
4. Scalable Architecture: The modular nature of OneVest’s platform enables wealth managers to confidently expand into new markets.

As Nathan DiLucca, the Chief Technology Officer at OneVest, explains, this enhancement not only supports regulatory compliance but also enriches the overall client experience. “With this expansion, we position ourselves as industry leaders, providing superior services to clients, regardless of their location or language,” he adds.

The Future of Wealth Management at OneVest

OneVest continues to innovate, reinforcing its commitment to evolving the wealth management sector through technology. The improved multilingual capabilities signify more than just expanded language options; they represent a significant shift towards inclusivity within the industry. As financial institutions aim to operate globally, adapting to the unique needs of diverse markets is more critical than ever. By integrating multilingual support deeply into its operational framework, OneVest is not only responding to current demands but is also setting itself up as a forward-thinking leader in the wealth management space.

For financial institutions aiming to elevate their client interactions and streamline their workflows, OneVest provides a robust platform equipped for modern challenges. To discover more about OneVest and its transformative solutions, visit www.onevest.com.