OneVest has partnered with Westwood Wealth Management to provide its wealth management technology to clients and advisors. This collaboration aims to enhance financial services offered by Westwood through the use of OneVest’s configurable platform. By integrating this technology, Westwood’s private wealth advisors will have access to a streamlined digital experience, reducing administrative tasks and improving client interactions.
Clients of Westwood will benefit from an advanced client portal and a branded mobile application, allowing them to access their financial information easily. The partnership with OneVest reflects Westwood’s commitment to offering unparalleled financial services supported by modern technology.
OneVest offers a comprehensive end-to-end wealth management platform, while Westwood Holdings Group, the parent company of Westwood Wealth Management, provides a range of investment solutions. This partnership comes after Westwood’s acquisition of the asset management business of Salient Partners in November 2022.
Overall, this collaboration signifies an important step for Westwood in leveraging technology to enhance the client and advisor experience. By integrating OneVest’s platform, Westwood aims to provide a unique and tailored experience that exceeds client expectations. This partnership highlights the increasing importance of technology in the wealth management industry and the benefits it can bring to both clients and advisors.
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