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Our 

platform

 is robust, but the approach is quite simple.

Stay focused on your clients. We’ll handle the rest.

You deserve a platform designed for faith-driven advisors.

Built by advisors for advisors, OneAscent Financial offers a transferable platform and tools to help you differentiate your firm by providing freedom/scale, by providing organic and inorganic growth opportunities, and by helping you maximize your impact.

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Growth & Marketing

Business growth is a natural byproduct of intentional messaging, strategy, brand development, and execution.

We help you design your strategy, build your voice, and execute the vision.

We will assist you with both organic and inorganic messaging, strategy, digital tools, and consultative partners that are tailored to your firm. You'll get more than just tools and resources—you'll receive guidance to help you grow your business:

  • Destination Firm Consulting
  • Recruiting / M&A Back Office
  • Brand Development
  • Messaging
  • Strategy Consulting
  • Values-Based Investing Workshops
  • Legacy Workshop Events
  • Client Journey Creation
  • Family Office Consult
  • Generous Giving Consult
  • Investment Banking Connections

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Investments

Clients seek you out because of goals you reach together.

When it comes to investments, we offer an open-architecture platform.

Our platform enables you to deliver tailored solutions that align with your clients' goals and values. We give you the resources you need to make planning for your clients and implementing values-based investing simple and straightforward:

  • Custodian Selection/Integration
  • Access to TAMP
  • Market Commentary
  • Market Research
  • Manager Due Diligence
  • Proposal Generation
  • Large Case Design
  • Turnkey Model Portfolios
    • Values-Based Investing Portfolios
    • Third Party Models

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Operations

Operational maturity shouldn't impede your relationship with your clients.

We'll help your firm run a smooth and seamless operation to scale.

When you optimize operational efficiency, you can focus on building meaningful client relationships and growth for your firm. We provide support for your day-to-day needs so that you can grow your business and serve your clients without friction:

  • Firm Success Management
  • Continuity & Succession Agreement
  • Operational Consulting
  • Staffing Consultation
  • Compensation Consulting
  • Custodial Support
  • Ongoing Training
  • Billing Services
  • Reporting
  • Technology Support

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Compliance

From reviews and planning to audits and filings, compliance is a critical piece to running a successful firm.

Navigating the ever-changing regulatory landscape and keeping your business running smoothly requires an experienced and diligent compliance department.

We provide policies, procedures, technology, and personnel to provide ample protection for your clients and your firm:

  • Regulatory Filings
  • Compliance Procedures
  • Marketing Asset Reviews
  • Annual Compliance Meeting
  • Audit Support
  • Privacy Policy
  • Compliance Manual Consult

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Technology

Your tech stack is the foundation that drives your operation and positions your firm for success.

As an independent advisor, you have unlimited technology options, but limited time and resources to evaluate them.

We remove the guesswork and do the heavy lifting for you. You can rest assured that we provide world-class, cutting edge (bi-directional) technology that's relevant to your business:

  • Client App
  • Client Portal
  • Advisor Portal
  • Business Intel Portal
  • Integration Consulting
  • Custodial Integration
  • EOS Advisor Portal
  • Values-Aligned Journey
  • Align Investment Tool
  • Elevate Investment Tool
  • Recruiting Destination Center

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Ultimately, the tools you utilize should exist to maximize your time—so that you can guide and care for the clients that you serve. 

 

Our values-aligned platform streamlines your business, allowing you to deepen new and existing client relationships while impacting the Kingdom.

Your journey to greater freedom and control starts here.

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We’ll learn more about you and show you the gap between where you are and your preferred future.

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Chart a Path Forward

You'll meet with our team and begin planning your path to your Best Vocational Life™.

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Gain Freedom for Greater Impact

We provide the freedom and solutions to walk out your calling and reach your preferred future.

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