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Stock impact report

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience [Yahoo! Finance]

Westwood Holdings Group Inc (WHG) 
Company Research Source: Yahoo! Finance
Management, a trusted leader in comprehensive financial services, to be its wealth management software provider. This strategic move underscores Westwood Wealth Management's commitment to delivering an exceptional client and advisor experience by integrating OneVest's cutting-edge, highly configurable platform. The adoption of OneVest's configurable advisor platform will benefit Westwood Wealth Management's private wealth advisors through a superior digital experience that streamlines operations, enabling them to focus less on administrative work, and more on serving their clients. With OneVest's advanced technology, Westwood Wealth Management will also enhance the overall client journey through a modern client portal. Clients will gain access to a branded mobile application, giving them insights into their finances through an easy and intuitive user experience. The adaptability of OneVest's platform allows Westwood Wealth Management to tailor features and functionality that align Show less Read more
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