Contribution: Industrial Research Assistance Program – Contributions to Firms
One Wealth Technologies Inc.
$75,000.00
More Complex Use Cases and Platform Scaling
FY 2024-25 · 2024-09-01
Summary
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.
Department
Program
Industrial Research Assistance Program – Contributions to FirmsIndustrial Research Assistance Program-Contributions to Firms (linked with high confidence)
Recipient
Location
Calgary|Calgary, Alberta, Canada
Recipient Type
For-profit organization
Business Number
782408462
Type
Contribution
Source
Proactive Disclosure - Grants and Contributions
As published
Agreement End Date
2025-02-28
Agreement Number
1022492
Agreement Start Date
2024-09-01
Agreement Title
More Complex Use Cases and Platform Scaling
Agreement Title (French)
Cas d’utilisation plus complexes et mise à l’échelle de la plateforme
Agreement Type
Contribution
Agreement Value
$75,000.00
Amendment Number
0
Coverage
IRAP Contributions to Firms projects stimulate wealth creation for Canada through technological innovation. | Les projets des Contributions aux entreprises stimulent la création de richesse au Canada grâce à l’innovation technologique.
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.
Description (French)
Ce projet permettra d’améliorer la plateforme de négociation OneVest. L’optimiseur de portefeuille, déjà utilisé, traite efficacement les portefeuilles en quelques minutes et réduit les transactions, minimise les charges fiscales et renforce l’efficacité des investissements. Ce projet permettra d’intégrer la gestion multidevises et les comptes gérés séparément dans la plateforme et d’en améliorer les performances.
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
Expected Results (French)
Le PARI, par le biais des Contributions aux entreprises, vise à appuyer la recherche, le développement, l’adaptation et/ou l’adoption au Canada de produits, de services ou de processus novateurs ou axés sur des technologies nouvelles ou améliorées, et ce jusqu’à leur commercialisation
Federal Riding
Calgary Centre
Federal Riding (French)
Calgary-Centre
Federal Riding Number
48004
NAICS Code
511211
Organization Code
nrc-cnrc
Organization
National Research Council Canada | Conseil national de recherches Canada
Program Name
Industrial Research Assistance Program – Contributions to Firms
Program Name (French)
Programme d’aide à la recherche industrielle – Contributions aux entreprises
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
Program Purpose (French)
Le PARI, par le biais des Contributions aux entreprises, vise à appuyer la recherche, le développement, l’adaptation et/ou l’adoption au Canada de produits, de services ou de processus novateurs ou axés sur des technologies nouvelles ou améliorées, et ce jusqu’à leur commercialisation
Recipient Business Number
782408462
Recipient City
Calgary|Calgary
Recipient Country
CA
Recipient Legal Name
One Wealth Technologies Inc.
Recipient Operating Name
OneVest
Recipient Postal Code
T2P 2W2
Recipient Province or Territory
AB
Recipient Type
F
Reference Number
172-2024-2025-Q2-1022492
