From client context to useful action.

AI utilized in OneVest's platform is powered by large language models (Vertex hosted by Google). The AI handles natural language understanding, and the platform handles data access and action execution. Data is processed in the US or Canada based on your location.

No, we do not train models or share client data to support the training of models.

AI inside the platform carries out supported actions when your team gives it an instruction in chat, such as creating tasks, logging activity notes, opening cases, and filling out case form fields, then confirms what it did. A user's AI-bot can only do what the person using it is allowed to do. Approval routing for custodial account opening or money movement ensures that a human remains in the loop.

Yes, all actions completed by a human or AI are tracked within the audit log.

AI usage follows the same access controls as the person using it, so it can't do anything that person couldn't do themselves. Organization-level settings can then refine what the AI is allowed to do. For external AI tools connected through MCP, each connection uses a token with specific scopes, so you decide exactly what data and actions it can reach. Further refine how to interact with OV Bot by setting user level preferences.