Introducing OneAscent Align
We are very excited to announce our launch of Align, our new advisor engagement system. To continually improve our firm experience, we will begin using Align. Align will allow us to show clear investment goals supported with our values-based investment objectives.
The tool reinforces our mission to connect wealth to faith. The OneAscent Peak Allocation Models are currently available. The Align engagement tool can be used to start financial planning conversations as well as interact with OneAscent investment solutions.
Within Align you can:
- Track client proposals
- Engage OneAscent Investment Solutions
- Test Assumptions (Monte Carlo/Stress Test)
- Access Marketing Collateral