Financial Personal
Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience
DALLAS — OneVest, a cutting-edge wealth management technology company, has been selected by Westwood Wealth Management, a trusted leader in comprehensive financial services, to be its wealth management software provider. This strategic move und
DALLAS -- OneVest, a cutting-edge wealth management technology company, has been selected by Westwood Wealth 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. Read More
