OneVest, Aviso Integration Signals Rise of Unified Wealth Tech Platforms

TORONTO, ON – November 18, 2025

Streamlining Wealth Management Operations

OneVest Technologies Inc. and Aviso Wealth today announced a new integration connecting OneVest’s Wealth Operating System directly with Aviso’s custodial services. The partnership, designed to streamline operational workflows for wealth management firms across Canada, exemplifies a growing trend within the financial technology sector towards greater interoperability and unified platforms. The integration offers end-to-end connectivity, covering critical functions from client onboarding and portfolio management to trading and reporting, promising increased efficiency and improved client experiences.

“The demand for seamless integration between core systems is accelerating,” says one industry analyst. “Firms are realizing the cost of maintaining disparate technologies and the benefits of a unified platform.” This partnership aims to reduce the friction typically associated with adopting new wealth tech by simplifying custodian connectivity, allowing firms to focus on client service and growth.

The Push for Open Architecture and Interoperability

The integration isn’t merely a technical connection; it represents a philosophical shift towards open architecture within wealth management. OneVest, known for its modular, API-driven platform, has positioned itself as a key enabler of this shift. The company's commitment to an open-API approach allows financial institutions to connect existing tech stacks, integrate various components, and unify fragmented data.

“For too long, the wealth tech landscape has been characterized by siloed systems,” explains a source familiar with OneVest’s strategy. “Firms are now prioritizing solutions that can seamlessly connect different components and create a unified experience.” This trend is fueled by the increasing demand from advisors for tools that can automate tasks, reduce errors, and free up time for client engagement. The partnership with Aviso allows OneVest to bolster this offering and meet the demands of a rapidly changing industry.

Canadian Fintech Innovation Takes Center Stage

The collaboration is also garnering attention as a sign of growing innovation within the Canadian fintech sector. Aviso, jointly owned by Desjardins and a limited partnership comprising credit union Centrals/Co-operators/CUMIS, boasts over $160 billion in assets under administration and management and a strong position as a leading wealth services provider in the country.

“This integration showcases the strength of the Canadian fintech ecosystem,” states a source within Aviso. “It demonstrates our commitment to partnering with innovative companies like OneVest to deliver cutting-edge solutions to our clients.” The partnership leverages both companies’ strengths – OneVest’s flexible platform and Aviso’s robust custodial services – to create a compelling offering for wealth management firms across Canada. The move is viewed as a strategic step in reinforcing Canada's position as a hub for financial technology innovation and a proving ground for next-generation wealth management solutions.

Beyond Integration: The Future of Wealth Tech Platforms

The OneVest-Aviso integration is not an isolated event. Industry experts predict a continued wave of consolidation and integration within the wealth tech space. Firms are actively seeking ways to streamline operations, reduce costs, and improve client experiences, and integration is seen as a key enabler of these goals.

“We’re going to see more and more partnerships like this,” says a seasoned industry consultant. “Firms are realizing that they can’t build everything themselves. They need to partner with best-of-breed providers and create a cohesive ecosystem.” This trend is likely to accelerate as regulatory requirements become more complex and client expectations continue to rise.

The implications extend beyond efficiency and cost savings. Integrated platforms can unlock new opportunities for personalization, data analytics, and client engagement, potentially transforming the way wealth management firms operate and deliver value. The integration with Aviso is a significant step in the direction, proving that combining best-in-class tech leads to solutions that benefit the entire financial landscape.