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OneVest has announced a strategic partnership with Envestnet, integrating its configurable technology solutions into Envestnet’s portfolio management platform. This collaboration is designed to provide enterprises in Canada with a seamless and scalable client experience.
Through the integration, enterprises can leverage a pre-configured platform that offers a highly customizable, white-labeled solution for both desktop and mobile applications. The platform includes bilingual capabilities in English and French, allowing financial institutions to align services with branding, regional, and business needs.
“Ability to meet client needs in the Canadian marketplace”
Amar Ahluwalia, CEO of OneVest, commented, “This partnership represents a major leap forward in our mission to Power the World’s Wealth. 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. Together, we’re setting a new standard for wealth management platforms.”
Blake Wood, Head of Platform Strategy at Envestnet, commented, “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 personalized and impactful experience to their clients.”
Envestnet serves some of the largest financial institutions in North America, with approximately $6.5 trillion in platform assets. The integration with OneVest enhances its capabilities in the Canadian market, ensuring advisors and enterprises have the tools to grow and succeed in a competitive landscape.
OneVest continues to innovate in the wealth management space with a modular, end-to-end platform designed to address the needs of financial institutions. The partnership with Envestnet underscores a shared commitment to delivering advanced technology solutions to advisors and their clients.
