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Onboarding drags
Bringing a new advisor team onto your network, especially from an acquisition, is slow and inconsistent from firm to firm.
For Broker-DealersSupervision Across a
Supervision Across a
Distributed Advisor Network.
OneVest gives your advisors AI workflows to serve clients efficiently, and gives your home office a workspace to review activity, manage exceptions, and stay on top of oversight.
- One platform
- Connects every custodian and tool so you have full visibility
- One view
- Across every advisor team in your network
- Every action
- Logged in an audit trail
Faster for Advisors.
Fully Visible for the Firm.
Trusted by leading broker-dealers and wealth management firms
The Challenge
Growing Fast Shouldn't Mean
Fragmented Data.
Advisor teams work across different custodians and tools, and every acquired firm brings its own data. OneVest connects to it all, so your home office isn't left piecing systems together.
Client experience splinters
Clients get a disconnected, dated experience that shifts depending on which advisor team and custodian they work with.
Supervision backs up
Supervision built on manual review wasn’t designed for this volume, so exception queues and suitability reviews back up as your network grows.
Capabilities
Agentic Workflows.
Faster Execution.
Your OneVest agent handles the work across advisor teams, operations, and your network, so tasks get done faster with less operations time and your team can focus where judgment matters most.
A Few of the Workflows Your Agent Runs.
Agentic Wealth OS connects advisor teams, operations, and your home office across every custodian and system, so work moves faster with less manual effort. Explore the platform to see the full picture.
247 accounts audited across the network
4 missing KYC docs flagged & routed
Fund transfer authorized, ledger updated
New advisor team: onboarding complete
Suitability review generated for approval
Account opening request cleared for custodian
Onboarding
Missing data gets flagged before it's a problem. Auto-fill from documents and custodial feeds keeps every new relationship captured consistently, no matter which team brings it in.
Account Opening
Account opening requests are tracked across every advisor team, with errors flagged before they cause delays. Full pipeline visibility, even across different custodians.
Client Management
A network-wide view of every client relationship, account status, and advisor assignment. Support advisor teams and resolve issues fast, without extra manual tracking.
Money Movement
Fund transfers are monitored and flagged across every client account, with the controls and audit trail your review process requires. No manual checks needed.
Supervision
Step-level approval rules and suitability checks run before work moves forward, with every change logged in an immutable audit trail. No manual assembly required.
Collaboration, Powered by OneVest Pulse
One activity feed connects advisor teams, operations, and your network in real time. Nothing gets missed, nobody chases updates.
OneVest Pulse
One Activity Feed.
Every Team, Connected.
Messaging, task execution, and activity tracking in one place, so advisor teams, operations, and your network stay in sync without chasing updates.
See Pulse in ActionWhy It Matters
Networks that move fast
and stay accountable.
Days, not weeks
For a new advisor team to onboard and start serving clients across your network.
One connected view
Across every advisor team, custodian, and system in your network.
Every action logged
Immutable audit trail captures every change, approval, and document for regulatory examination.
Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.
Ready for easier, better-connected oversight?
See how Agentic Wealth OS gives your advisor teams a faster, more connected way to work, and gives clients an easier experience along the way.