{"id":3870,"date":"2025-11-24T09:53:37","date_gmt":"2025-11-24T09:53:37","guid":{"rendered":"https:\/\/network.rvrising.com\/?p=3870"},"modified":"2025-11-24T09:53:37","modified_gmt":"2025-11-24T09:53:37","slug":"onevest-strengthens-custodian-connectivity-with-new-aviso-integration","status":"publish","type":"post","link":"https:\/\/www.rvrising.com\/news\/business\/onevest-strengthens-custodian-connectivity-with-new-aviso-integration\/","title":{"rendered":"OneVest Strengthens Custodian Connectivity with New Aviso Integration"},"content":{"rendered":"

TORONTO<\/span>, Nov. 4, 2025<\/span> \/PRNewswire\/ – OneVest, which delivers a Wealth Operating System that unifies and modernizes wealth management, today announced a new custodial integration with Aviso. OneVest supercharges platform connectivity for wealth firms with new custodial integration with Aviso. <\/b>This enhanced interoperability enables firms to unify core operational workflows within the OneVest platform, streamlining operations and accelerating digital transformation.<\/p>\n

This new integration with Aviso highlights OneVest’s ability to deliver end-to-end connectivity on accelerated timelines, enabling firms to streamline operations, modernize client experiences, and move confidently toward full-suite platform adoption.<\/p>\n

\n

The Aviso integration enables firms that custody with Aviso to achieve end-to-end platform connectivity across onboarding, client and advisor portals, portfolio management, fees and billing, reporting, and more. It joins OneVest’s expanding network of custodian integrations, designed to support multi-custodian environments and minimize switching friction for firms. These integrations are a key pillar of OneVest’s mission to provide secure, unified data infrastructure across the wealth management ecosystem.<\/p>\n

This full end-to-end integration with Aviso includes robust support for account opening, trading, and money movement, delivering a comprehensive custodial integration that streamlines key operational workflows from front to back office. Built in a sophisticated and scalable pattern, it allows firms using Aviso as a custodian to onboard onto the OneVest platform with ease and gain immediate access to OneVest’s industry-leading front-end tools.<\/p>\n

By collaborating directly with custodians, OneVest shortens time-to-value for its partners. As we continue to expand our partner ecosystem, OneVest leads the way in delivering flexible, enterprise-grade infrastructure designed for today’s modern wealth management.<\/p>\n

“Our ability to swiftly integrate with custodians like Aviso is a core strength of OneVest’s open architecture platform,” said Amar Ahluwalia, CEO of OneVest. “We’re proud to support forward-thinking firms in delivering innovative client experiences and transforming advisor workflows.”<\/p>\n

About OneVest
<\/b> OneVest<\/a> <\/u>\u00a0is a financial technology company transforming wealth management by delivering a wealth operating system through a unified, modular platform that streamlines everything from onboarding to portfolio management and analytics. Its open architecture design enables financial institutions to configure solutions that fit their business while delivering a seamless advisor and client experience. OneVest serves institutions in the U.S., Canada, and global markets.<\/p>\n

About Aviso
<\/b>Aviso is a leading wealth management services provider for the Canadian financial industry, with over $160 billion in total assets under administration and management as of October 31, 2025. Aviso is building a technology-enabled, client-centric wealth management ecosystem. Its clients include partners, advisors and investors. Aviso is a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Aviso’s dual-registered investment and mutual fund dealer and insurance services support thousands of investment advisors. Its asset manager oversees a growing lineup of investment solutions, including NEI funds and portfolios, and its Managed Assets Program provides a comprehensive range of separately managed accounts. Aviso’s online brokerage, Qtrade Direct Investing\u00ae, empowers self-directed investors, while its automated investing service, Qtrade Guided Portfolios\u00ae, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. Aviso is backed by the collective strength of its owners: the credit union Centrals, Desjardins, and Co-operators\/CUMIS. Aviso is proud to power businesses that empower investors. For more information visit aviso.ca.<\/p>\n

Update: All references to “Aviso Wealth” should be “Aviso.” Boilerplate has also been updated.<\/p>\n

SOURCE OneVest Technologies Inc.<\/p>\n<\/div>\n

This release is auto-published via PR Newswire; our journal is not responsible for the content.<\/b><\/p>\n

Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

TORONTO, Nov. 4, 2025 \/PRNewswire\/ – OneVest, which delivers a Wealth Operating System that unifies and modernizes wealth<\/p>\n","protected":false},"author":1,"featured_media":3871,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,92],"tags":[1098],"class_list":["post-3870","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","category-pr-newswire","tag-onevest-technologies-inc"],"_links":{"self":[{"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/posts\/3870","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/comments?post=3870"}],"version-history":[{"count":1,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/posts\/3870\/revisions"}],"predecessor-version":[{"id":4182,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/posts\/3870\/revisions\/4182"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/media\/3871"}],"wp:attachment":[{"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/media?parent=3870"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/categories?post=3870"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rvrising.com\/news\/wp-json\/wp\/v2\/tags?post=3870"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}