Business Wire
OneVest, a leading financial technology company on a mission to Power the World’s Wealth, and DriveWealth, a global B2B financial technology platform providing Brokerage-as-a-Service, are proud to announce a strategic partnership to provide next-generation wealth management solutions.
“By partnering with DriveWealth, we’re enabling enterprises to deliver unparalleled experiences to their clients, meeting the ever-changing demands of today’s investors.”
This partnership integrates OneVest’s comprehensive wealth management platform directly onto DriveWealth’s investing ecosystem, enabling enterprises to access a fully configurable, out-of-the-box solution for modern wealth management needs. The integration provides DriveWealth’s broker-dealer, RIA, and international wealth advisory partners with a white-labeled platform featuring modules for onboarding, account opening, advisor and client experiences, portfolio management, analytics, and more.
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DriveWealth’s advanced APIs enable the full range of investing and trading workflows – from opening an account to trading in the market all the way through publishing tax statements. By integrating OneVest’s modular, end-to-end wealth management solutions on top of its platform, DriveWealth can provide advisors with a white-label, turnkey solution that enhances the investment journey and adapts to the dynamic needs of both enterprises and investors.
“Our mission at OneVest has always been to Power the World’s Wealth through innovative technology,” says Amar Ahluwalia, CEO at OneVest. “By partnering with DriveWealth, we’re enabling enterprises to deliver unparalleled experiences to their clients, meeting the ever-changing demands of today’s investors.”
“At DriveWealth, we are committed to using technology to broaden access to the wealth creating potential of markets,” said Michael Blaugrund, CEO at DriveWealth. “This collaboration with OneVest will empower our partners with wealth advisory tools to thrive in a market landscape that continues to change for both established and newer participants.”
Investor expectations for cutting-edge technology continue to evolve, creating the need for financial institutions to innovate and adapt. By combining DriveWealth’s expertise in powering securities trading, clearing, and custody, with OneVest’s leadership in wealth management technology, enterprises can focus on delivering personalized, scalable solutions that drive growth and client satisfaction.
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