Onesta Features
Onesta is a financial advisor search platform designed to help users find the best advisor tailored to their needs. Key features and advantages include:
- Powerful search engine: Filter advisors by fee-only, fiduciary, robo-advisor, CFA, CPA, retirement planning, and more
- AI-powered assistant: OnestaBot provides educational material and answers finance-related questions
- Detailed background checks: Processes SEC registration data for advisors, such as form ADV, for thorough reviews
- Advisor profile management: Allows advisors to manage their profiles and share personal information with potential clients
- Investor resources: Offers resources like a list of top questions to ask advisors and advice on managing financial windfalls
Use cases for Onesta cater to various individuals:
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