Customize your client portal in moments—no coding needed. Adjust text, configure settings, and personalize experiences swiftly to align with your firm’s needs and your clients' goals. Focus on what truly matters: delivering exceptional service.
Streamlined
onboarding
Clients can easily provide the information needed to open an account instantly. With digital ID verification, including selfie checks, and integrated sanctions and PEP screening, OneVest offers a secure and compliant onboarding process.
Personalized
for your clients
Select the exact permissions, documents and verifications needed for each client so they have a user experience that’s unique to them. White label features mean you can add your own branding.
Self-service app
Mobile and web apps are available for clients to seamlessly manage goals, transfer funds, sign documents, and more.
Insights and tools for the modern wealth professional
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