Technology
Modernize and scale up your business with the latest world-class technology.
We remove the guesswork and do the heavy lifting.
You utilize world-class, cutting-edge technology.
As an independent advisor, you have unlimited technology options—but limited time and resources to evaluate them.
The OneAscent Tech Stack brings together the best-of-breed tools you need so that you can stay focused on what you do best: guiding and caring for the clients that you have the privilege of serving.
Provide the digital experience that is already a part of your clients’ everyday lives.
We plug you in to technology that creates efficiencies and scale for your business.
Client App
Give your clients up-to-date account information at their fingertips through the OneAscent mobile app.
Client Portal
Aggregate outside accounts and deliver a second-to-none digital experience to your clients through our client portal.
Advisor Portal
Customize performance reports, monitor client accounts, and automatically upload client statements with our Advisor Portal.
Business Intel Portal
Optimize operational efficiency with key performance indicators and metrics in our business intel portal.
Integration Consulting
Integrate new tools and get assistance with seamless data flow between softwares.
Custodial Integration
Leverage an efficient custodial framework with established processes and our team's support.
EOS Advisor Portal
Implement the proven Entrepreneurial Operating System to run your business using our actionable insights.
Values-Aligned Journey
Develop personalized client experiences that reflect and reinforce their values throughout the financial planning process.
Align Investment Tool
Address your clients' planning needs while seamlessly providing OneAscent investment solutions.
Elevate Investment Tool
Screen portfolios with our proprietary values-based technology, and incorporate real-time data to analyze individual companies and investment managers.
Recruiting Destination Center
Access a customized Recruiting and M&A Portal for culture alignment and process facilitation through our Destination Center.
CRM & Integration
Efficiently manage client info and synchronize data across platforms.
Financial Planning Software
Utilize advanced tools and analytics to create customized plans for your clients' goals and objectives.
Additional Technology Choices
Stay ahead in a rapidly evolving financial landscape with innovative software solutions and digital platforms.