OneVest Integrates Schwab Advisor Center Digital Onboarding
OneVest has embedded Schwab's digital onboarding tools into its core platform, expanding connectivity options for wealth management technology users.
OneVest has launched a live integration with Schwab Advisor Center's digital onboarding system, embedding the capability directly into the company's core platform offerings, the firm announced Sept. 28 in New York.
The integration spans OneVest Workspace and a set of pre-built modules that clients can plug into their own existing technology stacks, giving advisory firms flexibility in how they deploy the connection without building from scratch.
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The move positions OneVest as a deeper infrastructure layer for wealth management operations, allowing advisors who custody assets at Schwab to streamline the client onboarding process through a unified digital workflow rather than toggling between separate systems.
Digital onboarding has become a competitive priority across the wealth management technology sector, as advisory firms face pressure to reduce friction in the account-opening process and improve the early client experience. Integrations of this kind are increasingly seen as table-stakes features for platform providers targeting registered investment advisors.
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