Toronto-based wealthtech OneVest has partnered with CST Spark to modernize the digital tools used by families saving for post-secondary education.
Under the partnership, OneVest’s agentic wealth operating system now powers CST Spark’s client platform and provides the education savings specialist’s mutual fund representatives with a bilingual portal for onboarding and opening accounts.
The platform allows clients to complete deposits and transfers, establish automatic investment contributions, verify their identities digitally, and securely access agreements, statements, and tax documents online.
Available in both English and French, the technology is designed to give CST Spark representatives a more streamlined way to guide families through the process of opening and managing education savings accounts.
The partnership also consolidates previously separate processes and tools into a more connected digital experience for representatives and clients.
“For more than 65 years, CST has been committed to helping Canadian families save for post-secondary education and create opportunities for future generations,” said Tony D’Alessandro, Chief Technology Officer at CST.
“As we continue to evolve, we wanted a partner that understood both the importance of that mission and the unique needs of the families we serve.”
OneVest’s modular technology is designed to support financial institutions with different products, workflows, and business models rather than requiring them to adopt a standardized operating system.
The Toronto-based fintech provides digital infrastructure that wealth management firms can use to support areas such as client onboarding, account management, investment operations, and advisor experiences.
Amar Ahluwalia, CEO and Co-Founder of OneVest, said the platform will help CST Spark reduce administrative work while preserving the personal relationships it has developed with Canadian families.
“This partnership shows how our wealth operating system helps financial institutions modernize without compromising the relationships they’ve built over decades,” Ahluwalia said.
The rollout comes as Canadians increasingly expect financial services providers to combine personalized advice with simple and intuitive digital experiences.
For CST Spark, the new platform provides families with greater visibility into their education savings while giving mutual fund representatives more efficient tools to support them.
The OneVest-powered platform is now live across CST Spark. The companies said they plan to continue adding capabilities and building on the partnership in the months ahead.
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