OneVest, an esteemed wealth management technology company, proudly announces a strategic collaboration with TrueNorth, a renowned professional services organization specializing in advising, implementing, and engineering digital solutions for the financial services sector. This partnership marks a significant milestone in advancing next-generation wealth management technology solutions for banks and financial institutions across North America.

As a highly integrated implementation partner, TrueNorth clients will benefit from OneVest’s innovative technology, empowering them with tailored wealth management solutions designed to meet their specific needs. Leveraging OneVest’s fully configurable platform, TrueNorth clients can streamline wealth management processes, deliver personalized advisor and client experiences, and achieve operational efficiency.

Similarly, OneVest will gain from TrueNorth’s specialized services in implementation and development, ensuring seamless integration of OneVest’s solutions into clients’ existing digital ecosystems. This synergistic collaboration between OneVest’s technology and TrueNorth’s expertise will deliver unparalleled support and solutions to drive growth and modernization within the banking sector.

“We are thrilled to join forces with TrueNorth to deliver innovative solutions that empower financial institutions and drive meaningful change in the wealth management and financial services landscape,” commented Amar Ahluwalia, CEO of OneVest. “Together, we are committed to redefining industry standards and exceeding customer expectations.”

Alex Gonikman, Co-founder and CEO of TrueNorth added: “We’re excited to partner with OneVest, bringing our implementation expertise to the forefront of wealth management technology. This collaboration highlights our shared vision for empowering financial institutions with next-gen solutions that make a real difference. TrueNorth is committed to innovating at the intersection of technology and financial services, and this partnership with OneVest is a prime example of how we can make an impact together.”

The partnership underscores a mutual dedication to next-generation solutions, service excellence, and a client-centric approach. Both OneVest and TrueNorth are poised to redefine the wealth management and financial services industry, setting new standards of excellence and customer satisfaction.