OneVest, Mackenzie Team Up to Power Next-Gen Digital Portals
OneVest has partnered with Mackenzie Investments to roll out new digital client and advisor portals, marking a significant step in the asset manager’s broader platform modernization strategy.
Under the agreement, Mackenzie will deploy OneVest’s wealth management operating system to support a next-generation digital experience designed to streamline workflows and enhance engagement across its network of more than 40,000 financial advisors and their clients. The rollout is expected later this year.
Mackenzie selected OneVest’s platform for its configurable, white-labeled interface, aimed at reducing administrative friction while enabling advisors to deliver more personalized client experiences at scale.
“Our technology doesn’t force firms to change their business; it provides the flexible engine needed to accelerate it,” said Amar Ahluwalia, CEO of OneVest. “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.”
The collaboration will focus on several core capabilities, including next-generation digital portals, modular enterprise flexibility and a high-velocity data architecture designed to support real-time insights and scalability.
“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.”
