Skip to main content
Less Admin. More Advice.
OneVest GO is a stand-alone AI-native Wealth CRM designed for independent advisors and small RIA teams, keeping relationships moving while the system handles the work.OneVest GO is a stand-alone AI-native Wealth CRM designed for independent advisors and small RIA teams,
keeping relationships moving while the system handles the work.
Graduate from legacy CRM and fragmented tools to a dynamic AI-native Wealth CRM.
OneVest delivers an AI-native Wealth CRM designed for individual advisors and small teams. It is optimized for speed, simplicity, and smarter client engagement without the complexity of traditional CRMs and daily communication tools.
Core Features
Opportunities
Visual pipeline management with kanban-style views for tracking prospects as they evolve.
Calendar & Meetings
Two-way Outlook and Google calendar sync, with team-assigned follow-ups to keep client work moving.
Contacts
Unified client and household records with custom tagging, Net Worth tracking, custom fields, and relationship mapping.
Tasks
Collaborative task management linked to clients or owners, with activity tracking.
Conversational AI
AI assistant to search communications, answer questions, and generate automated client activity summaries.
Document Management
Secure in-app file storage integrations, plus AI-driven data extraction to auto-populate workflows and notes.
Outlook/Gmail sync, templates, email-to-CRM actions and communications audit support.
Collaboration
Contextual messaging within activity logs, enabling real-time team communication as you move prospects forward.
The Wealth CRM in Action
Intelligence is embedded into the flow of work, automating follow-ups, surfacing next best actions, and using conversation to drive outcomes.
Messaging, meetings, tasks, and client activity live together in one place, so teams collaborate in context instead of jumping between tools.
Start lean and expand as your firm grows. Workflows, conversations, and client history stay connected without migrations or system resets.
Prospecting, client management, and internal discussion happen in a continuous stream of work, reducing busywork while keeping teams aligned and informed.
Be the First to
Experience OneVest GO
OneVest GO is officially live. Start today to experience the AI-native Wealth CRM built for the modern advisor and be among the first to deploy an agentic workspace in your practice.