The Advisor Workspace
A unified advisor environment that manages the entire client lifecycle from prospecting to servicing, where agentic AI turns intent into action, automates operations, and keeps every relationship moving forward.
The Agentic Wealth Operating System.
A unified intelligence layer that proactively connects advisors, operations teams, and clients.
Stop managing software. Start deploying intelligence.
OneVest isn't just another tool. It's an AI-native operating system with an intelligent control plane for data, decisions, and action across the entire wealth stack.
Introducing OneVest Pulse
The Live Command Layer of the Agentic Wealth OS
Where Conversation Becomes Command.
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.
Empowering Advisors. Equipping Operations.
Engaging Clients.
The Operations Workspace
A unified control center for firm wide oversight, where agentic AI automates supervisory workflows, enforces compliance in real time, and streamlines operations so growth never outpaces governance.
The Client Portal
A modern client app where investors can view, move, and manage their wealth in real time, uniting their full financial picture in one place, delivering AI-driven insights into their financial health, and enabling secure collaboration with their advisor.
Start with what you need. Scale across the lifecycle.
Modular platform by design, with embedded workflows that streamline operations and drive efficiency.
Explore Our SolutionsDigital Onboarding
Account Opening
Money Movement
Client Management
Portfolio Management
Document Management
Compliance
Collaboration
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
Open APIs and integration-ready
Enterprise-Grade Security
Real-time orchestration across the stack
“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.”
Brian Casey
Westwood Wealth Management
Ready to get started
Experience the future of wealth management, tailored to your firm's needs.