OneVest has announced a strategic partnership with Envestnet, a leading provider of wealth management technology, to enhance the client experience and empower financial advisors. This collaboration aims to integrate OneVest’s innovative investment solutions with Envestnet’s comprehensive financial ecosystem, offering advisors greater flexibility and efficiency in managing client portfolios.
Through this partnership, financial professionals will gain access to OneVest’s advanced investment strategies, including personalized and automated portfolio management. By leveraging Envestnet’s extensive network and technology infrastructure, OneVest seeks to streamline wealth management processes, making it easier for advisors to deliver tailored solutions to their clients.
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“OneVest is focused on transforming how wealth management is delivered by providing highly personalized investment solutions,” said Amar Ahluwalia, co-founder and CEO of OneVest. “By partnering with Envestnet, we can seamlessly integrate our modern investment approach with a trusted financial platform to help advisors better serve their clients.”
This partnership underscores the growing demand for digital-first investment solutions that blend automation with human expertise. As wealth management firms continue to embrace technology, OneVest and Envestnet’s collaboration is expected to drive greater innovation and efficiency in the industry.