OneVest Enhances Wealth Management via New Integration with Aviso

OneVest's New Integration with Aviso

OneVest, a prominent player in the wealth management technology sector, has proudly announced a strategic integration with Aviso, designed to redefine how wealth firms operate. This recent collaboration aims to enhance connectivity and interoperability, providing an improved user experience for financial institutions and their clients.

Enhanced Connectivity for Wealth Firms

The integration of Aviso into the OneVest platform presents a major leap forward for wealth management services. By connecting with Aviso, OneVest allows firms to streamline their core operational workflows, making it easier to manage everything from client onboarding to portfolio tracking. This move is not just about improving existing services but also about enabling firms to embark on a journey toward digital transformation with greater confidence.

As access to robust tools and features is crucial for modern wealth management, this partnership equips advisors with the necessary resources to enhance client relationships and operational efficiency. The seamless onboarding process and unitary experience across various functionalities underline OneVest's commitment to delivering cutting-edge solutions that cater to the evolving needs of financial institutions.

The Benefits of Integration

This integration is characterized by comprehensive end-to-end platform connectivity. Firms utilizing Aviso can now enjoy streamlined services regarding onboarding, advisory portals, portfolio management, and fee processing. The end-to-end nature of this integration supports everything from account creation and trading to money transactions, efficiently linking front office operations with back office management.

OneVest has designed this new framework to be scalable, which not only aids new clients but also complements existing firms, enabling them to maximize their operations without facing the hassle of switching between platforms. The integration is expected to significantly lessen any friction typically associated with managing multiple custodians, thereby facilitating smoother transitions and operations.

Core Strength in Open Architecture

Remarkably, OneVest’s open architecture platform is recognized as a pivotal strength, facilitating fast integrations with custodians like Aviso. This quality is crucial for meeting the demands of a rapidly changing landscape in wealth management technology. Amar Ahluwalia, CEO of OneVest, emphasized this aspect by stating, "Our ability to swiftly integrate with custodians like Aviso is a core strength of OneVest's open architecture platform. We are proud to support forward-thinking firms that are committed to delivering innovative client experiences and transforming advisor workflows."

Looking Ahead

For the foreseeable future, OneVest's partnership with Aviso underscores a commitment not only to improve operational workflows but also to strengthen the client-advisor relationship within the wealth management ecosystem. By continuing to grow their integration network, OneVest aims to provide a safe, unified data infrastructure that can facilitate comprehensive support across various custodial environments.

As financial technologies evolve, partnerships like the one between OneVest and Aviso will be essential in allowing wealth management firms to adopt new technologies swiftly and effectively. Amidst the complexities of the market, having a reliable partner to help manage these transitions ensures firms can focus on providing their clients with the best possible experience while navigating the intricacies of wealth management services.

In summary, this new integration marks a significant step forward in the efficiency and capability of wealth management firms, empowering them to leverage modern technology to deliver superior client experiences while solidifying their position in a competitive landscape.