Every Client
Relationship.
Always Current.

Keep client records automatically synced with your custodians and CRM systems, giving advisors and operations teams one simple place to view, update, and manage client information without the manual effort.

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Today

Records Synced Overnight24 updated

Client Reviews Due Today2 scheduled

OVAssistantAIabout 1 hour ago

This morning's custodian sync updated 2 details for Eleanor Whitfield that no longer match her CRM record:Mailing address changed: The custodian now shows a new home address in Austin, TX, while the CRM still lists her previous address.Beneficiary updated: A new primary beneficiary, Daniel Whitfield, is on file at the custodian but missing from the CRM.

52 minutes agoMegan Alvarez

Thanks, those changes are correct. Reconcile the CRM with the custodian records, and since her details changed let's get her annual review on the calendar

OVAssistantAI51 minutes ago

I've reconciled both records and scheduled the annual review.Update Details:Client: Eleanor WhitfieldUpdated Fields: Mailing address, primary beneficiarySynced To: CRM profile and custodian book of recordReview Scheduled: Confirmation Sent To: Megan AlvarezEvery change was logged to her profile with a full audit trail.

Prep a brief for my 2:00 PM meetingWhich client records changed overnight?Show clients with reviews due this month

Your advisors. Always prepared.

The agent managesthe relationship, end to end.

Let your agent handle data capture, meeting prep, and communications sync.Manual work disappears and every client record moves forward on its own.

OneVest client management mobile interface showing the client book, meeting prep briefs, and agent sync on a phone screen

OneVest client management interface showing the client book, meeting prep briefs, and agent sync across the advisor workspace

Unified Client Record

One record. Every detail.

Client data, holdings, KYC information, documents, and communications are centralized in a single profile. Your AI agent keeps the record current automatically, pulling from custodian feeds, meeting notes, and your data lake so advisors always start from accurate, complete information.

Centralize all client data, holdings, and communications
Eliminate fragmented systems and duplicate records
Automated KYC data enrichment from AI document extraction
Full audit trail across every client action and change

360°

Unified client view across accounts and relationships

90%

90% less manual work on client updates, thanks to your OneVest Agent.Less manual work onclient updates, thanks toyour OneVest Agent.

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Why firms choose
Client Management?

Three outcomes that change how your team operates from day one.

Outcome 1

A Complete Picture of Every Client

All client data, holdings, documents, and communications live in one place. Your AI agent keeps records current and consistent so nothing slips through the cracks.

Unified profile across accounts and contacts
No fragmented records or duplicate entries
Complete activity history in a single view

Outcome 2

Walk Into Every Meeting Prepared

Your AI agent generates meeting briefs automatically, pulling recent activity, open tasks, and account changes before each client interaction. No manual prep required.

Agent-generated meeting summaries and action items
Recent account activity surfaced automatically
Every interaction logged and searchable

Outcome 3

Scale the Book Without Adding Headcount

Your AI agent handles follow-up reminders, pipeline tracking, and communications capture so your team can manage more relationships without more overhead.