The latest technology news in the wealth management sector from around the world.

OneVest, Mackenzie Investments
OneVest, a Canadian-headquartered provider of wealth management technology, is partnering with Mackenzie Investments, a global asset manager, as the firm advances its digital experience transformation strategy.

Through this joint initiative, Mackenzie said it will introduce its new digital client and advisor portals with modern, scalable infrastructure, supported by OneVest’s wealth management operating system later this year.

This collaboration with OneVest represents a milestone in Mackenzie’s broader digital transformation and its client experience ecosystem, spanning digital platforms, data infrastructure, and servicing capabilities to reduce friction and offering better support for advisors and investors.

As it evolved its digital ecosystem, Mackenzie demanded a high-velocity, API-first architecture capable of integrating seamlessly with its complex enterprise environment. To enable this strategy, Mackenize selected OneVest’s platform for its ability to deliver a configurable, white-labeled user interface that eliminates administrative friction for the firm’s network of more than 40,000 financial advisors and their clients.

“Mackenzie is a visionary institution that deeply understands the importance of elevating the advisor and investor experience in a rapidly-changing market,” said Amar Ahluwalia, CEO of OneVest. “Modern asset management requires a shift from rigid, legacy systems to agile, modular environments. Our technology doesn’t force firms to change their business; it provides the flexible engine needed to accelerate it. By supporting Mackenzie’s new digital experiences, we’re providing the high-velocity infrastructure they need to deliver a refined, state-of-the-art experience for their clients.”

Key highlights of the collaboration include:
-- Next-gen digital portals: A new, curated user interface designed to empower advisors to manage their operational workflow more efficiently, while elevating investor experience through a new investor portal and mobile app.

-- Modular enterprise flexibility: OneVest’s architecture is designed specifically for the enterprise customer, offering the ability to integrate flexibly back into established systems and iterate quickly on user experiences.

-- High-velocity data architecture: Universal data orchestration architecture that ensures high-speed performance and data integrity across Mackenzie’s enterprise-scale user base, maintaining a secure and streamlined flow of information.

“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy,” said Luke Gould, president and CEO of Mackenzie Investments. “As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.”