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Advisor Workspace
Your Entire Practice.
One Connected
Advisor Workspace.
The Advisor Workspace centralizes client profiles, portfolio data, task queues, and cross-system workflows in one place, with agentic capabilities built into every step.
Dashboards inform.Agents execute.
The swivel chairstops here
Bring your entire client lifecycle and data into one intelligent space. Backed by built-in agentic capabilities, advisors instantly bridge the gap between intent and completion, triggering complex, cross-system workflows with ease.
- Every client, team, and action in one place
- Agentic capabilities woven into every workflow
- From intent to completion across systems
- No manual follow-up required
Manage the Full Financial Picture
- Real-Time Data Visibility
- Proactive Growth Insights
- Unified Client Information
Streamline Day-to-Day Client Management
- Proactive Task Queue
- Automated Document Lifecycles
- Intelligent Money Movement
Gain Visibility and Control Across the Book
- 360° Client View
- Live Portfolio Insights
- Integrated Supervision
Built for Advisors.
Designed for Action.
From onboarding to compliance oversight, every touchpoint in the client lifecycle powered by agents that moves the moment you're ready.
Account Opening
Kick off a new account opening in plain language or by voice, and the agent handles the rest. Approvals are routed without manual follow-up so every application stays on track.
Open an account for Martinez and fund it with a $75k rollover.
On it. Executing now:
- Application pre-filled from CRM
- Suitability check passed
- E-signature sent to client
- Initiating $75k rollover…
Onboarding
Guide new clients through an automated, paperless experience. AI extracts data, coordinates approvals, and drives multi-step checklists forward so you spend less time on admin and more time building relationships.
Money Movement
Initiate and track transfers, contributions, and rollovers with full visibility into transaction status. Policy-aware workflows flag exceptions automatically so every dollar moves securely and on time.
Client Management
Access a consolidated view of every client's profile, holdings, and history in one place. Stay organized, anticipate needs, and deliver a more personalized advisory experience.
Document Management
Automatically generate, tag, and organize agreements with integrated e-signature and secure portal delivery. The agent flags missing documents and surfaces what you need exactly when you need it.
Collaboration
Connect advisors, operations, and home office teams through contextual messaging tied directly to client workflows. Everyone works from the same live context so nothing gets lost in email threads or siloed systems.
Integrated Supervision
Suitability checks and audit trails are built into every workflow. Catch and correct issues in real time before they escalate, and keep client interactions compliant.
CRM
Manage your pipeline, log interactions, and nurture prospects without switching tools. AI-generated insights surface the right action at the right moment so you grow your book without losing sight of the relationships driving it.
Your advisors deservea workspace that delivers
See how OneVest's Advisor Workspace transforms the way you operate. From the first client interaction to the final approval, no manual follow-up required.