OneVest, a leading provider of wealth management technology, has entered into a strategic partnership with Westwood Wealth Management. This collaboration will allow Westwood to enhance its financial services by leveraging OneVest’s configurable wealth management platform. Through this integration, Westwood’s private wealth advisors will benefit from a streamlined digital experience, reducing administrative tasks and improving client interactions.
Clients of Westwood will have access to an advanced client portal and a branded mobile application, empowering them to easily engage with their financial information. OneVest CEO, Amar Ahluwalia, expressed enthusiasm about supporting Westwood in their client-centric approach and providing them with unique experiences tailored to their brand.
Westwood Wealth Management president and CEO, Brian Casey, stated that this partnership with OneVest is a significant step in their mission to offer unparalleled financial services with the best technology available. OneVest’s comprehensive end-to-end wealth management platform will provide services ranging from client onboarding to portfolio management and analytics.
Westwood Holdings Group, the parent company of Wealth Management, offers a wide range of investment solutions, including US value equity and multi-asset strategies. In a recent transaction, Westwood acquired the asset management business of Salient Partners for nearly $60 million, demonstrating their commitment to growth and innovation in the wealth management industry.
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