Mackenzie Investments is turning to fintech firm OneVest as it accelerates a sweeping digital transformation designed to modernize how advisors and clients interact across its platform.
The Canadian asset manager plans to deploy OneVest’s operating system to support a new generation of digital tools, including client and advisor portals, as well as onboarding capabilities. The rollout, expected later this year, is intended to deliver a more streamlined and scalable user experience across its network.
The move reflects Mackenzie’s broader push to upgrade its digital ecosystem, with a focus on improving service delivery, integrating data infrastructure, and simplifying workflows for its more than 40,000 advisors and their clients.
At the core of the partnership is OneVest’s API-driven architecture, which allows for seamless integration into complex enterprise systems. Mackenzie selected the platform in part for its ability to offer a customizable, white-labelled interface that reduces administrative burden while enhancing usability.
“Mackenzie is a visionary institution that deeply understands the importance of elevating the advisor and investor experience in a rapidly changing market,” said Amar Ahluwalia, CEO of OneVest. “Modern asset management requires a shift from rigid, legacy systems to agile, modular environments. Our technology doesn’t force firms to change their business; it provides the flexible engine needed to accelerate it. 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 initiative will introduce a redesigned interface aimed at helping advisors better manage day-to-day workflows, alongside a new investor portal and mobile application to improve client engagement.
The platform’s modular design is also expected to give Mackenzie greater flexibility to adapt its systems over time, while its data architecture is built to handle high volumes of activity without compromising speed or security.
Luke Gould, president and CEO of Mackenzie Investments, said the firm is prioritizing technology investments that can support faster execution and improved client outcomes.
“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy,” he said. “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. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.”
The partnership underscores a growing trend among large asset managers to adopt more adaptable, technology-driven operating models as they seek to remain competitive in an increasingly digital wealth management landscape.
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
