A unified platform designed to bring the wealth ecosystem together by connecting workflows, client, and account data all in one place.
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Empowering Advisors. Equipping Home Offices. Engaging Clients.
Advisor
Experience
An interface that empowers advisors to manage clients, portfolios, and workflows.
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Client
Experience
A digital experience that gives
clients visibility into their goals and portfolios.
Home Office
Experience
Tools for operations, compliance, and supervision to support scale and efficiency.
Advisor
ExperienceAn interface that empowers advisors to manage clients, portfolios, and workflows.
Client
ExperienceA digital experience that gives clients visibility into their goals and portfolios.
Home Office
ExperienceTools for operations, compliance, and supervision to support scale and efficiency.
Modern technology transforming how wealth firms operate today.
Workflow Engine
Ditch rigid workflow. OneVest's intelligent engine adapts to each client, compliance rule, and firm policy, streamlining onboarding and strengthening compliance.
Agentic AI-Powered Tools
Work smarter with Agentic AI. OneVest’s Next Best Action tool surfaces insights, spots opportunities, and guides next steps, helping advisors anticipate client needs and deepen relationships.
Configurable Advisor and Client Experience
Total flexibility, zero IT. Customize advisor and client experiences, adapt workflows on the fly, and scale effortlessly, all while keeping your brand intact.
“We are excited to partner with OneVest and implement their highly configurable platform to enhance both the client and advisor experience. This collaboration is an important step in our mission to offer unparalleled financial services supported by the best technology available.”
