Tomorrow’s Technology.
Today’s Wealth.
Simplify and accelerate wealth management with a modular, configurable, and unified technology platform. The single pane of glass for your entire wealth firm.
The future of wealth management starts with a single pane of glass where every advisor, client and workflow comes together in one seamless experience.
Wealth management is weighed down by fragmented systems, multiple logins, dashboards, and workflows that slow productivity and create client friction. OneVest solves this with a single pane of glass: a unified interface that brings every relationship, workflow, and data point into one clear, connected experience.
The OneVest Approach:
One View. One Flow. One Hub.
One View
A complete picture of every client, every account, and every data point, unified into a single experience.
One Flow
An intelligent workflow engine that adapts to each firm’s business, automating processes, reducing errors, and enabling advisors to focus on relationships.
One Hub
The central command center for advisors and the home office, streamlining operations, compliance, and enterprise oversight in one place.
Why OneVest
Modular Infrastructure & Delivery
Configurable, No-Code Workflows
Unified Experience Layer
Accelerated Time-to-Value
