12
applications in the average wealth management firm's tech stack.
The operating system for WEALTH MANAGERS
Your firm, working as one.
Connect your CRM, custodians, and portfolio management systems in a single workspace for your team to share every client, task, and conversation.
SOC 2 Type II compliant.
Technology should connect the firm, not become another layer of work.
Every tool that doesn't connect adds work for your advisors and distance from your clients.
Kitces Research, 2025
6/10
is the average score advisors give their systems for working together.
42%
of clients would leave an advisor who isn't available when needed.
46%
of clients consider switching advisors over unclear communication.
One platform. Three packages.
Start with Core, then add Engage, Operate, or both.
Core connects
your firm
Your CRM, custodians, financial planning, and portfolio management systems in one shared workspace
Engage deepens every relationship
A branded digital client portal across web and mobile, including compliant client messaging
Operate runs client service
from onboarding onward
Coordinate onboarding, account opening and ongoing service without the paperwork.
How firms are putting OneVest to work.
Selected OneVest as a technology partner to support advisor-team integration and a connected client experience as the firm grows.
Read the Merit announcementNamed by OneVest among the firms using its platform to bring onboarding, account opening and client experience together.
Read OneVest's customer updateImplemented OneVest to improve its client portal experience and data accuracy, as reported in Westwood's own shareholder disclosure.
Read Westwood's 2025 proxy
What our customers say.
“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
“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.”
Luke Gould
President and CEO, Mackenzie Investments
Security you can trust.
SOC 2 Type II compliant.
Review OneVest's controls and request the confidential SOC 2 Type II report through our Trust Center.
Discuss hosting, subprocessors and business continuity with our team as part of your security review. Confirm control availability for your package and configuration.
- Role-based access
- Viewer, Member and Admin roles with API-enforced permissions and team-scoped books of business.
- Approval controls
- Designated reviewers approve gated workflow steps. A case stays locked until the required reviewer signs off.
- Audit records
- Timestamped approvals and case progression give supervision teams a record of who approved what.
- Sensitive data protection
- The published Supervision controls describe masking sensitive personal identifiers and server-side encryption at rest.
Connect your existing stack
Keep the systems your firm relies on.
Custodians, CRMs, planning tools, and other supported systems can connect through OneVest. See how OneVest connects with the systems your firm already uses.
Explore integrations
Explore OneVest
Select Start interactive tour to open the guided walkthrough.
