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Transitions take weeks
New advisors move through identity checks, role assignments, and system access one at a time, so a single acquisition can take weeks to reach full productivity.
For RIA AggregatorsGrowth That Advisors
Growth That Advisors
Can Actually Trust.
Bring every firm you acquire onto one operating model, migrate their data, and standardize workflows across your network, without disrupting the independence advisors joined for.
- Days, not weeks
- Advisor transitions and book transfers reach full productivity fast
- One model
- Standard workflows across every team, with independence preserved
- Live data
- Connected to your custodians and systems, so account data stays current
One Model,
Every Firm.
Trusted by RIA aggregators and multi-entity platforms across North America
The Challenge
Acquisition Is the Easy Part.
Integration Is Where It Breaks Down.
Buying a firm doesn’t make it run like the rest of your network. Advisors join expecting a smooth transition, and every week spent reconciling data is a week you risk losing the relationships you acquired them for.
Every stack is different
Every firm you acquire runs on its own combination of custodians, CRMs, and reporting tools, and standardizing that stack by hand doesn’t scale past a handful of firms.
Data stays boxed in
Client data has to stay separated by entity even as your team needs a consolidated view, and getting both right usually means choosing one over the other.
Rollups go manual
Leadership wants a rollup view across every firm in the network, but building it firm by firm turns reporting into a manual project every quarter.
Capabilities
One Operating Model.
Every Firm You Bring On.
Bring your newly acquired firms onto a shared operating model, with data connected across platforms and advisor teams. OneVest is modular, so you can choose the solutions that fit each firm's needs.
What Your OneVest Agent Can Help You With
OneVest connects onboarding, workflows, and reporting across every firm in your network, on the systems each firm already runs. Choose the solutions you need.
Advisor team access granted
Client records migrated and validated
Account Opening workflow applied
Organizational unit created for new region
KYC renewal flagged before due date
Consolidated report generated for home office
Agentic Onboarding
The agent runs the full advisor transition end to end: identity checks, role assignments, approval routing, and system access in one sequence. New advisors reach full productivity in days.
Bulk Data Migration
Import client, account, and position data in bulk with per-row validation and duplicate detection at the point of entry. Your team starts each new entity with clean, reconciled records.
Workflow Standardization
Define your operating standards once, using templates you build, role assignments, and approval rules. Agentic Wealth OS applies them across every firm you acquire, while advisors keep the flexibility to run their book their way.
Organizational Unit Management
Create units by business line, region, or acquired firm, and scope access to each one. Advisors see only their own book, while leadership gets a consolidated view across the entire network.
Proactive Account Servicing
OneVest Pulse monitors accounts across every firm in your network and surfaces what needs attention — KYC renewals, beneficiary updates, life events — before an advisor has to go looking.
Reporting and Delivery
Generate reporting for a single firm or your entire network on demand. Scheduled client reports go out automatically with consistent branded output, along with a full delivery record for your team.
Why It Matters
One Network.
Every Firm Aligned.
Days, not weeks
Advisor transitions and book transfers reach operational stability in days once onboarding runs as one connected workflow.
One model
Every firm you acquire runs on the same standards for access, workflows, and reporting, while advisors keep the independence they joined for.
Clean data
Bulk import with per-row validation and duplicate detection means acquired client data starts clean, not reconciled after the fact.
Ready to Build a Network Advisors Actually Want to Join?
See how Agentic Wealth OS brings newly acquired firms onto one operating model while preserving the independence advisors value.