Grants and Contributions:
Title:
More Complex Use Cases and Platform Scaling
Agreement Number:
1022492
Agreement Value:
$75,000.00
Agreement Date:
Sep 1, 2024 - Feb 28, 2025
Description:
This project will enhance the OneVest trading platform. The portfolio optimizer, already in use, efficiently processes portfolios in minutes and reduces trades, minimizes tax burdens, and boosts investment efficiency. This project will integrate multi-currency management and separately managed accounts into the platform and improve performance.
Organization:
National Research Council Canada
Expected Results:
The purpose of IRAP Contributions to Firms is to support research, development, adoption and/or adaptation of innovative or technology-driven new or improved products, services or processes in Canada up to their commercialization
Location:
Calgary, Alberta, CA T2P 2W2
Reference Number:
172-2024-2025-Q2-1022492
Agreement Type:
Contribution
Report Type:
Grants and Contributions
Recipient Business Number:
782408462
Recipient Type:
For-profit organization
Recipient's Operating Name:
OneVest
Recipient's Legal Name:
One Wealth Technologies Inc.
Federal Riding Name:
Calgary Centre
Federal Riding Number:
48004
Program:
Industrial Research Assistance Program – Contributions to Firms
Program Purpose:
The purpose of IRAP Contributions to Firms is to support research, development, adoption and/or adaptation of innovative or technology-driven new or improved products, services or processes in Canada up to their commercialization
Coverage:
IRAP Contributions to Firms projects stimulate wealth creation for Canada through technological innovation.
NAICS Code:
511211