OneVest, a leading provider of wealth management technology, has announced a strategic partnership with Westwood Wealth Management. This collaboration will allow Westwood to access OneVest’s configurable platform, enabling them to offer improved financial services to both clients and advisors. Clients of Westwood will benefit from advanced tools such as a client portal and a branded mobile app, enhancing their engagement with the firm’s services.
OneVest CEO, Amar Ahluwalia, expressed excitement about supporting Westwood in their client-centric approach and highlighted the platform’s ability to create unique experiences for clients. The integration of OneVest’s technology will streamline digital processes for Westwood’s private wealth advisors, reducing administrative tasks and allowing them to focus on delivering exceptional services to their clients.
Westwood Wealth Management’s president and CEO, Brian Casey, emphasized the importance of the partnership in enhancing both client and advisor experiences. By implementing OneVest’s highly configurable platform, Westwood aims to offer unparalleled financial services backed by innovative technology.
With OneVest’s comprehensive wealth management platform and Westwood Holdings Group’s range of investment solutions, including US value equity and multi-asset strategies, clients can expect a seamless and personalized wealth management experience. This partnership marks an important step in Westwood’s mission to provide top-tier financial services supported by cutting-edge technology.
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