#Canada #Toronto #Wealth Management #OneVest #Aviso Wealth

OneVest Collaborates with Aviso Wealth for Enhanced Connectivity

In a significant development for the wealth management sector, OneVest has announced its latest custodial integration with Aviso Wealth. This partnership aims to bolster the connectivity of wealth management firms, enabling user-friendly operational workflows that promote efficiency and modern client experiences.

OneVest is recognized for its unique Wealth Operating System, a comprehensive solution that unifies and modernizes the management of assets. The integration with Aviso Wealth underscores OneVest's commitment to providing robust, end-to-end platform connectivity that supports wealth management firms in today’s competitive landscape.

Driving Efficiency Through Integration

The newly unveiled integration allows firms that utilize Aviso for custodial services to seamlessly connect their operational frameworks. This includes enhanced capabilities across several crucial aspects of wealth management such as onboarding processes, client and advisor interactions, portfolio management, and reporting. By optimizing these workflows, firms can accelerate their digital transformation and enhance overall client satisfaction.

With this integration, firms are expected to experience a significant reduction in time-to-value. OneVest’s platform enables easy access to advanced tools that facilitate better client engagement and streamlined advisory services. Amar Ahluwalia, CEO of OneVest, highlighted that the rapid integration capabilities define OneVest’s architectural strength, enabling firms to adapt swiftly to changing market demands.

Aiming for Comprehensive Solutions

The collaboration with Aviso Wealth represents an important step toward fulfilling OneVest's mission of creating a secure, unified data infrastructure across the wealth management ecosystem. The integration is aimed at minimizing switching friction, allowing firms to operate in multi-custodian environments with greater ease and confidence.

Key features of the Aviso integration include:

• - Streamlined Account Management: Efficient onboarding and account opening processes.
• - Comprehensive Fee and Billing Management: Enhanced functionalities that allow for better tracking of fees and performance.
• - Robust Reporting Tools: Improved capabilities for generating analyses needed for both advisors and clients.

This custodial integration is not merely an addition to OneVest's offerings but a vital component of their strategic vision. It highlights the necessity for flexibility and adaptability in the wealth management technology landscape.

Aviso Wealth's Role in the Collaboration

Aviso Wealth, a trusted name in Canadian wealth services, manages over $110 billion in assets and provides integrated investment solutions. The firm is known among credit unions across Canada for its commitment to responsible investing and comprehensive custody services. By joining forces with Aviso, OneVest aims to enhance the operational capabilities of advisors and financial institutions alike, paving the way for more innovative and fruitful client interactions.

Conclusion

In conclusion, OneVest’s integration with Aviso Wealth marks a pivotal moment for wealth management firms looking to elevate their services through modern technological solutions. As the industry continues to evolve, such integrations will be crucial in shaping the future of how advisers connect with clients and manage portfolios. OneVest stands at the forefront of this transformation, equipped with a platform designed to meet the dynamic needs of wealth management today while fostering sustainable, long-term growth.