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Average Ratings 1 Rating
Description
We provide wealth as a service. Enhance or refresh your wealth management offerings through a sophisticated platform that integrates effortlessly with your business operations. This facilitates contemporary wealth management delivery. Whether updating existing programs or introducing them for the first time, OneVest enables you to expedite your market entry. By incorporating wealth services into your platform, you can launch quickly without incurring additional overhead costs. Deliver a sleek customer experience and enhance your infrastructure with a comprehensive platform solution. By integrating OneVest's services into your applications, you can provide a state-of-the-art wealth management experience for your clients. Our developer-friendly API facilitates the creation of a tailored wealth management solution. Utilize OneVest's wealth platform as your own, eliminating the need for extensive in-house development. Promote your brand with web and mobile applications that help you reach the market swiftly and smoothly. Moreover, you can efficiently deliver wealth management services alongside your current back-office systems, ensuring a cohesive operational flow. This approach not only boosts your service offerings but also strengthens customer loyalty through enhanced engagement.
Description
Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Calendly
No
Docusign
No
Dropbox Sign
No
Google Analytics
No
Google Data Studio
No
Mailchimp
No
Mangopay
No
Onfido
No
Plaid
No
Stripe
No
Integrations
Calendly
Yes
Docusign
Yes
Dropbox Sign
Yes
Google Analytics
Yes
Google Data Studio
Yes
Mailchimp
Yes
Mangopay
Yes
Onfido
Yes
Plaid
Yes
Stripe
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
OneVest
Country
Canada
Website
www.onevest.com
Vendor Details
Company Name
WealthBlock
Founded
2018
Country
United States
Website
wealthblock.ai/
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Investor Relations
Automated Reporting
Yes
Compliance Management
Yes
Custom Emails / Newsletters
Yes
Data Centralization
Yes
Deal & Acquisition Management
Yes
Document Creation
Yes
Document Management
Yes
Electronic Signature
Yes
IR Website Builder
Yes
Investor CRM
Yes
Investor Transactions / Valuations
Yes
Virtual Data Room
Anonymity Management
Yes
Audit Trail
Yes
Collaboration
Yes
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
No
Project Management
No
Role-Based Permissions
Yes
Secure Preview
Yes