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Client Portal
Everything Clients Need.One TransparentWealth Experience.Everything Clients
Need.
One Transparent
Wealth Experience.
The client portal that brings every account, action, and advisor connection into one seamless experience, available anytime on web or mobile.
Dashboards inform.Agents execute.
One destination
for the entire wealth experience
Clients get a single destination for their entire wealth experience. Track net worth and goals, initiate service requests, move money, and message their advisor team, all in one secure place.
- Full financial picture in one secure place
- Real-time updates across every account and goal
- Initiate requests and move money without calling in
- Accessible from web or mobile, any time
The Complete Financial Picture
- Total Wealth Visibility
- Dynamic Goal Tracking
- Initiate and Track Key Requests
Get Started and Move Money with Ease
- Guided Digital Onboarding
- Cash Movement Requests on Demand
- Real-Time Transaction Status
Stay Organized and Connected
- Secure Document Storage and Sharing
- Fast Profile Updates
- Household Account Access
Everything clients need,
always within reach
From onboarding to ongoing engagement, every client touchpoint in one secure, intelligent portal. Every update happens in real time, so clients always know where things stand.
Collaboration
Clients stay connected with their advisor and support team through a secure, shared messaging workspace. Agentic AI surfaces relevant context and flags outstanding items, so advisors respond faster and nothing falls through the cracks.
I'd like to move $25k from my savings to the education fund. Can you help me set that up?
Happy to help. Starting the transfer now:
- Account verified
- Funds available confirmed
- Transfer request submitted
- Notifying your advisor…
Digital Onboarding
Clients complete onboarding at their own pace, from any device, through a guided digital experience with no paperwork or in-person visits required. Agentic AI works behind the scenes to pre-fill information and accelerate the process, so clients get started faster.
Account Opening
A clear, step-by-step account opening process with live status updates keeps clients informed without advisor intervention. Agentic AI moves the workflow forward automatically, cutting the time from application to live account.
Money Movement
Clients request deposits, withdrawals, or transfers directly from the portal and track every transaction in real time. Fewer inbound status calls, less manual follow-up for your operations team.
Document Management
All client financial documents, including statements, agreements, and tax forms, stored securely in one place. Clients access and share what they need on demand, reducing document requests to your team.
Give your clients the
experience they expect.
See how OneVest's Client Portal transforms the way clients engage with their wealth. Real-time visibility, seamless self-service, and always connected to their advisor.