A CRM with Less Admin.And More Advice.

OneVest GO is an AI-native Wealth CRM designed for wealth managers of all sizes, to keep client relationships moving while the system handles the work.

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OneVest GO dashboard preview showing the wealth relationship workspace

Graduate from legacy CRM and fragmented tools to a dynamic Wealth CRM.

OneVest delivers an AI-native wealth CRM designed for wealth managers. It is optimized for speed, simplicity, and smarter client engagement without the complexity of traditional CRMs and daily communication tools.

Legacy Tools

Wealth CRM

Requires Constant Updating

AI-Driven Enrichment

Built for Data Storage

Built for Business Growth

Manual Meeting Prep

Instant Client Readiness

AI Bolted-On

AI-Native

You Manage the System

The System Manages the Work

Start now and take advantage of OneVest GO for Free.

Always Free. No Trial. No Expiry. Ready to GO.

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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.

Mail

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.

Frequently Asked Questions

Advisors are switching to OneVest GO because it is an AI-native CRM that manages the work for you, rather than just acting as a digital filing cabinet. While legacy tools require constant manual updates, OneVest GO uses AI-driven enrichment to update itself and keep your business moving. It removes the administrative burden by embedding intelligence directly into your workflow to handle the heavy lifting.

The "Day One" Experience

Importing your data is designed to be fast and stress-free using our bulk CSV upload tool. This method allows you to move entire client lists at once, ensuring your database is ready for immediate action without manual entry. Our "Partial Import" feature provides a safety net, allowing the system to accept correct data while highlighting any rows that need a quick fix. Once finished, you receive a clear summary report, giving you total confidence that your client records are accurate and complete.

OneVest GO is "Out-of-the-Box Ready," meaning you can sign up and start using it immediately without complex coding or heavy customization. If you can use email, you can use OneVest GO.

No. OneVest GO is designed for the practitioner, not an administrator. It is a "Product-Led" platform, which means you can sign up and self-implement on your own time without a long onboarding project.

Yes, the platform is a complete workspace for managing wealth relationships. You can add your own "Custom Fields"—like specific dates, numbers, or labels—to clients, tasks, and opportunities to fit your specific workflow. You can also view unified household records with relationship mapping and Net Worth tracking. Additionally, the system is global by design, supporting multiple currencies (USD, CAD, AED, GBP, and EUR) and four languages (English, French, Arabic, and Spanish).

How the AI Actually Helps

It's about "Zero Admin." Unlike older tools where AI is just an "add-on," OneVest GO is AI-native. This means the system manages the work for you by automatically extracting data from documents to fill out notes and tasks, and surfacing the highest priority actions so you never have to guess what to do next.

Think of it as a teammate that has read every one of your emails and meeting notes. You can ask the AI to search through your past communications, answer specific questions about a client, or generate automated summaries of client activity so you are prepared for a meeting in seconds.

Yes, OneVest GO uses a "secure coat check" system to keep your sensitive information private. When using the AI Assistant, the system automatically detects and hides sensitive details like Social Security Numbers, emails, and addresses. These details are replaced with "tokens" so the AI model never sees the raw data. Your information is securely scoped to your organization and is never used to train public AI models.

Running Your Business

No. Traditional tools are built for static data storage; OneVest GO is an active Wealth Relationship Workspace. It utilizes an integrated AI Bot that securely processes your CRM data, tasks, and activities to automate client summaries, enrichment, and task management directly within your workflow.

OneVest GO provides unified household records. You get deep relationship mapping and Net Worth tracking, allowing you to manage entire families without entering the same data twice.

You won't outgrow us. You can start lean today with exactly what you need—CRM and pipeline management. As you grow, you can expand into the broader OneVest ecosystem without the pain of a system migration or "resetting" your data.

Security & Global Reach

Yes. OneVest GO includes secure, in-app file storage. It is designed to keep your records organized and audit-ready, while the AI helps ensure your workflows are auto-populated correctly.

Yes. We are global by design. The platform supports multiple currencies (USD, CAD, AED, GBP, and EUR) and is localized in four languages: English, French, Arabic, and Spanish.

Experience OneVest GO CRM Today!

Get OneVest GO free. The AI-native Wealth CRM that brings agentic workflows to your practice, built for every advisor, from independent to enterprise.

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