Technology - Join ONESCO -

Guiding the future of your business

ONESCO’s technology platform is designed to put you in control.
Tablet and smartphone illustration

Essential tools and integrated technology

Technology for financial professionals is like DNA. Each representative’s needs are unique. How can a predetermined platform be a fit for everyone?

Together with our partners, we provide access to the essential tools to support your thriving business. You choose what is right for your practice.

  • Technology to keep your practice on target

    The way you do business has evolved, and whether you are doing business virtually or more traditionally, ONESCO understands the important role of technology. We take a unique approach in how we work with you. Our goal is to equip you with access to a comprehensive suite of superior services specifically tailored to your needs including:

    • Data aggregation
    • Electronic signature
    • Electronic forms filling
    • Business management tools
  • Business services package

    Rather than forcing technology – and its costs – on you, our three-tiered Business Services Package gives you freedom of choice and provides you with access to a comprehensive suite of superior services. The Business Services Package includes access to state of the art technology as well as other resources essential to the success and growth of your business such as:

    Free services
    Morningstar Annuity Intelligence

    Production based services

    Discounted services
    Client Relationship Management
    Financial Planning Tools

    And, more!

  • Technology consulting

    Our Technology Consulting team will work to help you develop your own technology strategy. We'll provide guidance and expertise every step of the way. We’ll help you:

    • Identify the technology needs of your business
    • Develop a technology plan for you
    • Implement your custom technology solution

Look at your business in a whole new way!

ONESCO's Business Services package allows you to choose the technology and services to support your independence.

Two business women in a meeting

The last broker/dealer move you'll ever need to make

Change doesn't have to be complicated. Our transition team understands the importance of a smooth transition. We are here to minimize your time away from your business, supporting you every step of the way.
Cookies help us improve your website experience. By using our website, you agree to our use of cookies.