Network Wealth will power its Next-Gen Advice Practice with OneVest’s modern, unified client and advisor experience built for the next generation of wealth.
TORONTO, Oct. 8, 2026 /CNW/ – OneVest, a leading provider of next-generation wealth management technology, today announced that Network Wealth, a Canadian wealth management firm, has selected OneVest to power its Next-Gen Advice Practice. Network Wealth will deploy OneVest’s full wealth management platform for its financial advisors and clients, including digital onboarding, account opening, portfolio management, client experience, and an advisor workspace.
The partnership puts client experience at the centre of Network Wealth’s growth strategy. Clients will get a single, intuitive digital home for their wealth, while advisors get an intelligent engine that removes the friction between planning conversations and their daily workflows.
Network Wealth’s Next-Gen Advice Practice is built around a simple idea: clients expect the same speed, transparency, and personalization from their wealth firm that they get from every other app on their phone. To deliver on that, Network Wealth needed more than a client portal. Success depended on one connected platform behind every touchpoint, from the first conversation to ongoing planning and reporting.
“Our continued partnership with OneVest strengthens our back office and client-facing platform while giving our advisors more time to focus on clients, delivering better advice, more personalized strategies, and a stronger overall experience,” said Jeff Talbot, CEO of Network Wealth Cooperative.
“At Network Wealth, our focus has always been on delivering truly comprehensive wealth management. We work with individuals and professional corporations across financial planning, tax, retirement and estate planning, and private investment management. Our partnership with OneVest adds the necessary efficiency to our technological infrastructure to continue growing while providing our members with access to best-in-class planning and portfolios, greater tax efficiency, and a highly personalized wealth management experience.”
A Next-Gen Client Experience, From Onboarding to Advice
Network Wealth will run its Next-Gen Advice Practice on the complete OneVest platform. Key highlights include:
-
Digital Onboarding and Account Opening: A guided, mobile onboarding journey that gets new clients set up in minutes, not weeks, with less paperwork and fewer back-and-forth emails.
-
A Single Client Home: A client mobile app that brings accounts, goals, planning, and reporting into one place, so clients always know where they stand.
-
Advisor Workspace: An intelligent advisor workspace that connects client data, planning, and portfolio activity together into a single view, allowing for advisors to complete end-to-end client service and turn insights into action without switching between systems.
-
Unified Portfolio Management and Reporting: Consolidated portfolio management and client reporting that give advisors and clients the same clear, real-time view of progress.
