Skip to main content
The Agentic Wealth Operating System.
Automate every workflow, decision, and action across the wealth lifecycle. No handoffs. No disconnected systems. Just results.
Your team focuses on relationships. Our OS handles the rest.
One operating system that connects your data, automates your workflows, and executes across the entire wealth stack.
Start with what you need. Scale without limits.
Modular by design. Deploy one solution or the full OS. Every capability is embedded, connected, and ready to scale.
Explore Our SolutionsAccount Opening
Money Movement
CRM
Portfolio Management
Document Management
Compliance
Collaboration
One OS. Three Workspaces. Every Role.
The Advisor Workspace
Where advisors run every client relationship from prospecting to servicing with an AI agent that handles the operational work.
The Operations Workspace
Where your front and middle office are connected by automated workflows and built-in supervision, ensuring growth never outpaces governance.
The Client Portal
Where clients see, move, and manage their wealth in real time with AI-driven insights and a direct line to their advisor.
OneVest Pulse
The Live Command Layer of the Agentic Wealth OS
Where every conversation becomes a
completed workflow.
OneVest Pulse is a live, AI-powered activity stream where advisors, operations, and home office teams work alongside the agent in real time. Search, ask, assign, and execute directly from the feed, as conversations trigger workflows, route approvals, track ownership, and confirm completion, giving you full visibility and control across every client and process.
One unified workspace for advisors, operations, and home office teams. Conversations, tasks, and workflows live in the same stream, eliminating email threads, side chats, and disconnected handoffs.
Every message is context-aware. Conversations are directly linked to specific clients, accounts, and workflows, so discussions aren’t abstract; they’re actionable and traceable.
Interact with the agent from anywhere in the app. Instantly search clients, pull data, trigger workflows, or ask questions, without navigating between screens.
Turn dialogue into execution instantly. Launch tasks, approvals, or multi-step workflows directly from a conversation or client record, no copying, rekeying, or switching systems.
Assign tasks to individuals or teams with defined ownership, due dates, and status tracking. The agent monitors progress, updates stakeholders, and ensures nothing slips through the cracks.
Every action, AI-driven or human, is recorded instantly. Updates, approvals, task completions, and workflow changes are fully logged, audit-ready, and traceable across the firm.
One Agentic System.
Every Wealth Business.
Learn MoreRIAs
Broker-Dealers
Asset Managers
Banks
Insurance Companies
Global by Design.
Local by Default.
Serve clients in their language, operate in their currency
Multi-Language
Global-ready with support for English, Spanish, French, Arabic, and growing.
Multi-Currency
Multi-currency by design with USD, CAD, EUR, GBP, AED, and expanding.
The OneVest Difference
Unified, modular architecture
Deploy one module or the full OS with no rip-and-replace required.
Open APIs and integration-ready
Connects to your existing custodians, data providers, and third-party systems.
Enterprise-Grade Security
SOC 2 Type II certified, built for regulated financial environments.
Real-time orchestration across the stack
Every action whether human or AI is coordinated and executed in real time
Unified, modular architecture
Deploy one module or the full OS with no rip-and-replace required.
Open APIs and integration-ready
Connects to your existing custodians, data providers, and third-party systems.
Enterprise-Grade Security
SOC 2 Type II certified, built for regulated financial environments.
Real-time orchestration across the stack
Every action whether human or AI is coordinated and executed in real time
“As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure. We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.”
Rick Kent, CEO
Merit Financial Advisors
See the Agentic Wealth OS in action.
Book a personalized demo and see how OneVest automates your workflows, unifies your team, and scales with your firm.