Our Platform

Experience freedom with full support

Choosing independence doesn’t mean you have to be alone. We understand the uncertainty of stepping out into freedom because we have experienced it ourselves. You deserve the tools, support, and community you need to embrace your calling with confidence.

The OneAscent team has worked tirelessly to create the platform we wish we would have had when we stepped away from our former firms and business models to pursue independence and a faith-based approach for greater impact.

Explore The OneAscent Platform

The OneAscent Platform offers critical and practical support in the five areas where you need it most. Each capability works together to help you grow your business and serve your clients.

Growth and Marketing

Business growth is a natural byproduct of intentional messaging, strategy, brand development, and execution.

We will assist you with both organic and inorganic messaging, strategy, digital tools, and consultative partnership tailored to your firm.
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  • Destination Firm Consulting
  • Recruiting / M&A Back Office
  • Brand Development
  • Messaging
  • Strategy Consulting
  • Values-Based Investing Workshops
  • Legacy Workshop Events
  • Client Journey Creation
  • Family Office Consult
  • Generous Giving Consult
  • Investment Banking Connections

Investments

When it comes to investments, we offer an open-architecture platform that gives you and your clients freedom to reach your goals.

Our platform enables you to deliver tailored solutions that align with your clients' needs and values. With OneAscent, planning for your clients and implementing values-based investing is simple and straightforward.
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  • Custodian Selection/Integration
  • Access to TAMP
  • Market Commentary
  • Market Research
  • Manager Due Diligence
  • Proposal Generation
  • Large Case Design
  • Turnkey Model Portfolios
  • Values-Based Investing Portfolios
  • Third Party Models

Operations

Operational maturity shouldn't impede your relationship with your clients. We'll help your firm run a smooth and seamless operation to scale.

We provide support for your day-to-day needs so that you can grow your business and serve your clients with operational efficiency.
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  • Firm Success Management
  • Continuity & Succession Agreement
  • Operational Consulting
  • Staffing Consultation
  • Compensation Consulting
  • Custodial Support
  • Ongoing Training
  • Billing Services
  • Reporting
  • Technology Support

Compliance

Navigating the ever-changing regulatory landscape and keeping your business running smoothly requires an experienced and diligent compliance department.

We provide policies, procedures, technology, and personnel to provide ample protection for your clients and your firm.
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  • Regulatory Filings
  • Compliance Procedures
  • Marketing Asset Reviews
  • Annual Compliance Meeting
  • Audit Support
  • Privacy Policy
  • Compliance Manual Consult

Technology

Your tech stack is the foundation that drives your operation and positions your firm for success.

Rest assured that we provide world-class, cutting edge, and bi-directional technology that's relevant to your business.
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  • Client App
  • Client Portal
  • Advisor Portal
  • Business Intel Portal
  • Integration Consulting
  • Custodial Integration
  • EOS Advisor Portal
  • Values-Aligned Journey
  • Align Investment Tool
  • Elevate Investment Tool
  • Recruiting Destination Center
Hear how the OneAscent Platform and partnership grows faith-aligned businesses and transforms lives.
“We have all the structure we need so we can focus on people.”

A complete platform for faith-based advisors

The OneAscent Platform is more than a suite of technology solutions. It is a system of support that provides everything you need to succeed.

Facilitating community and fellowship

Our platform is a gateway to a community of like-minded advisors. We have been where you are right now, and we are here to encourage you with practical solutions and meaningful fellowship.

Become a good steward of your greatest asset: your time.

Talk with our team today about gaining the freedom and support you need to focus on your clients and impact the Kingdom.
Schedule a call

Schedule a Call

Tell us about your goals and we will show you what is possible with OneAscent. Discover the freedom to grow your business and amplify your impact.