Compare packages

Start with Core.
Build around your firm.

Core connects your firm. Engage adds the client-facing experience. Operate runs client service, from onboarding onward. Choose either add-on, or both.

Foundation

OneVest Core

Advisor and Operations web and mobile app
AI assistant
CRM synced with email and calendar
Meeting prep and task management
Document management and vault
Multilingual (EN, ES, FR, AR, ZH, HK)
Multi-currency (USD, CAD, EUR, CNY, AED, HKD)
Data aggregation
Pulse feed of client activity and team chats, with next best action (daily priorities, overdue tasks, etc.)

Get started

Built for firms serving 100+ clients

OneVest Engage

Branded web and mobile app
In-app compliant client messaging
Relationship signals (sentiment scoring)
Life events caught from client record changes, surfaced in Pulse
Share documents with clients in their own app
Meeting prep briefs, synced with your calendar
Multilingual (EN, ES, FR, AR, ZH, HK)
Multi-currency (USD, CAD, EUR, CNY, AED, HKD)

Add to Core

Requires OneVest Core

OneVest Operate

Digital onboarding
Account opening
Money movement
Electronic signature
Multi-custody
Document management
Agentic or guided execution of all workflows
Multi-step cases that carry out the work in the platform, including at the custodian (if required)

Add to Core

Requires OneVest Core

OneVest Enterprise

A platform shaped around your firm.

Tailored commercial package
Custom applications
Organisation and access design (teams, permissions, SSO)

Integration and migration planning
Implementation and adoption planning
Enterprise assurance (security review, contractual commitments)

Full package details

Compare Capabilities	Core	Engage	Operate

Advisor web and mobile app		—	—
AI assistant for Q&A and agentic action		—	—
Multi-language (EN, ES, FR, AR, ZH, HK)		—	—
Multi-currency (USD, CAD, EUR, CNY, AED, HKD)		—	—

Client portal, web and mobile	—		—
Compliant client messaging	—		—
Multi-language (EN, ES, FR, AR, ZH, HK)	—		—
Multi-currency (USD, CAD, EUR, CNY, AED, HKD)	—		—

Unified client view: households, contacts, and net worth		—	—
Opportunities and pipeline tracking		—	—
Tags to organize your book of business		—	—
Log meetings, notes, and calls		—	—
Activity feed to see every action on a client		—	—
Customer life events detection		—	—
Customer sentiment scoring	—		—
Business insights: dashboards and reporting		—	—

Peer-to-peer messaging (Pulse)		—	—
Task management and to-dos		—	—
Slack and Microsoft Teams integration		—	—

Client onboarding		—
Account opening	—	—
Money movement	—	—
Configurable workflows and case management	—	—

Document management		—	—
Document sharing	—
Document signing	—	—
AI Enrich: document data extraction and task creation		—	—

Custodian and portfolio data sync		—	—
Salesforce CRM integration		—	—
Email integration: Gmail and Outlook		—	—
Calendar integration: Google Calendar and Outlook		—	—
Developer tools & API access		—	—
MCP server access		—	—
Custom applications	—	—	—

Teams and role-based access		—	—
Rep code management to align access from custodial feeds		—	—
SSO with SAML and OIDC		—	—
Communication retention and archiving	—		—
SOC 2 compliance		—	—
Support SLAs	Standard	Standard	Standard
Dedicated implementation team	Standard	Standard	Standard

Compare Capabilities

Advisor web and mobile app

Core
Engage: —
Operate: —
Enterprise

AI assistant for Q&A and agentic action

Core
Engage: —
Operate: —
Enterprise

Multi-language (EN, ES, FR, AR, ZH, HK)

Core
Engage: —
Operate: —
Enterprise

Multi-currency (USD, CAD, EUR, CNY, AED, HKD)

Core
Engage: —
Operate: —
Enterprise

Client portal, web and mobile

Core: —
Engage
Operate: —
Enterprise

Compliant client messaging

Core: —
Engage
Operate: —
Enterprise

Multi-language (EN, ES, FR, AR, ZH, HK)

Core: —
Engage
Operate: —
Enterprise

Multi-currency (USD, CAD, EUR, CNY, AED, HKD)

Core: —
Engage
Operate: —
Enterprise

Unified client view: households, contacts, and net worth

Core
Engage: —
Operate: —
Enterprise

Opportunities and pipeline tracking

Core
Engage: —
Operate: —
Enterprise

Tags to organize your book of business

Core
Engage: —
Operate: —
Enterprise

Log meetings, notes, and calls

Core
Engage: —
Operate: —
Enterprise

Activity feed to see every action on a client

Core
Engage: —
Operate: —
Enterprise

Customer life events detection

Core
Engage: —
Operate: —
Enterprise

Customer sentiment scoring

Core: —
Engage
Operate: —
Enterprise

Business insights: dashboards and reporting

Core
Engage: —
Operate: —
Enterprise

Peer-to-peer messaging (Pulse)

Core
Engage: —
Operate: —
Enterprise

Task management and to-dos

Core
Engage: —
Operate: —
Enterprise

Slack and Microsoft Teams integration

Core
Engage: —
Operate: —
Enterprise

Client onboarding

Core
Engage: —
Operate
Enterprise

Account opening

Core: —
Engage: —
Operate
Enterprise

Money movement

Core: —
Engage: —
Operate
Enterprise

Configurable workflows and case management

Core: —
Engage: —
Operate
Enterprise

Document management

Core
Engage: —
Operate: —
Enterprise

Document sharing

Core: —
Engage
Operate
Enterprise

Document signing

Core: —
Engage: —
Operate
Enterprise

AI Enrich: document data extraction and task creation

Core
Engage: —
Operate: —
Enterprise

Custodian and portfolio data sync

Core
Engage: —
Operate: —
Enterprise

Salesforce CRM integration

Core
Engage: —
Operate: —
Enterprise

Email integration: Gmail and Outlook

Core
Engage: —
Operate: —
Enterprise

Calendar integration: Google Calendar and Outlook

Core
Engage: —
Operate: —
Enterprise

Developer tools & API access

Core
Engage: —
Operate: —
Enterprise

MCP server access

Core
Engage: —
Operate: —
Enterprise

Custom applications

Core: —
Engage: —
Operate: —
Enterprise

Teams and role-based access

Core
Engage: —
Operate: —
Enterprise

Rep code management to align access from custodial feeds

Core
Engage: —
Operate: —
Enterprise

SSO with SAML and OIDC

Core
Engage: —
Operate: —
Enterprise

Communication retention and archiving

Core: —
Engage
Operate: —
Enterprise

SOC 2 compliance

Core
Engage: —
Operate: —
Enterprise

Support SLAs

Core: Standard
Engage: Standard
Operate: Standard
Enterprise

Dedicated implementation team

Core: Standard
Engage: Standard
Operate: Standard
Enterprise

Questions firms ask first.

See it in action.

Book a personalized demo and see how OneVest automates your workflows, unifies your team, and scales with your firm.

Book a demo

Start with Core.Build around your firm.

OneVest Core

OneVest Engage

OneVest Operate

OneVest Enterprise

Compare Capabilities

Compare Capabilities

Advisor web and mobile app

AI assistant for Q&A and agentic action

Multi-language (EN, ES, FR, AR, ZH, HK)

Multi-currency (USD, CAD, EUR, CNY, AED, HKD)

Client portal, web and mobile

Compliant client messaging

Multi-language (EN, ES, FR, AR, ZH, HK)

Multi-currency (USD, CAD, EUR, CNY, AED, HKD)

Unified client view: households, contacts, and net worth

Opportunities and pipeline tracking

Tags to organize your book of business

Log meetings, notes, and calls

Activity feed to see every action on a client

Customer life events detection

Customer sentiment scoring

Business insights: dashboards and reporting

Peer-to-peer messaging (Pulse)

Task management and to-dos

Slack and Microsoft Teams integration

Client onboarding

Account opening

Money movement

Configurable workflows and case management

Document management

Document sharing

Document signing

AI Enrich: document data extraction and task creation

Custodian and portfolio data sync

Salesforce CRM integration

Email integration: Gmail and Outlook

Calendar integration: Google Calendar and Outlook

Developer tools & API access

MCP server access

Custom applications

Teams and role-based access

Rep code management to align access from custodial feeds

SSO with SAML and OIDC

Communication retention and archiving

SOC 2 compliance

Support SLAs

Dedicated implementation team

Questions firms ask first.

See it in action.

Start with Core.
Build around your firm.