OneVest Expands Multicurrency Capabilities to Help Wealth Managers Support Global Clients Through a Unified Platform

20 November 2025 | Thursday | News

New EUR, GBP, AED, and JPY support—alongside currency-aligned reporting and multicurrency billing—strengthens OneVest’s no-code wealth operating system for advisors managing cross-border portfolios and internationally mobile clients.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, announced the expansion of its multicurrency capabilities designed to help institutions more effectively manage clients with international assets and globally diversified portfolios. This enhancement builds on OneVest's recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies.

As wealth management professionals increasingly operate across regions, currencies, and regulatory environments, OneVest's updated multicurrency functionality will provide advisors the tools and flexibility needed to manage complex relationships through a single, integrated platform.

Alongside existing USD and CAD capabilities, firms will soon have access to OneVest's unified multicurrency framework, including:

  • Expanded Currency Coverage: Upcoming support for EUR, GBP, AED, and JPY, enabling firms to meet the needs of global investors and cross-border families
  • Currency-Aligned Reporting: Unified, currency-consistent reporting and performance measurement that automatically adapts to the client's preferred base currency
  • Multicurrency Billing & Operations: Streamlined billing and fee calculations across new currencies, reducing manual work and improving accuracy

"As wealth professionals look beyond their home markets, they need systems that can grow with them," said Amar Ahluwalia, CEO and Co-Founder of OneVest. "These moments, when clients relocate, inherit foreign assets, or begin earning global compensation, demand a platform that can keep pace, so firms can support those shifts without disrupting the way they already operate."

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