OneVest: Partnership With Mackenzie Investments Advances Digital Transformation For Wealth Platform
OneVest, a provider of next-generation wealth management technology, announced a strategic partnership with Mackenzie Investments to support the asset manager’s digital transformation initiatives across advisor and investor experiences.
Through the collaboration, Mackenzie Investments will deploy OneVest’s operating system to power a new suite of digital client and advisor portals, as well as onboarding solutions, built on modern, scalable infrastructure. The rollout is expected later this year as part of Mackenzie’s broader effort to modernize its digital ecosystem.
The initiative is designed to enhance the experience for Mackenzie’s network of more than 40,000 financial advisors and their clients by reducing operational friction and improving connectivity across platforms. OneVest’s API-first, modular architecture enables seamless integration with Mackenzie’s existing enterprise systems while providing a configurable, white-labeled interface tailored to the firm’s needs.
Key components of the partnership include the launch of next-generation digital portals for both advisors and investors, enhanced workflow management capabilities, and a high-performance data infrastructure to support secure, efficient information flow across a large user base.
The collaboration reflects a broader industry shift toward replacing legacy wealth management systems with flexible, AI-native platforms that can support evolving client expectations and increasingly complex financial environments.
KEY QUOTES:
“Mackenzie is a visionary institution that deeply understands the importance of elevating the advisor and investor experience in a rapidly changing market. 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.”
Amar Ahluwalia, CEO, OneVest
“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. 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.”
Luke Gould, President And CEO, Mackenzie Investments
