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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

Connect your firm.

  • Web & Mobile App (Advisor, Home Office, Ops.)
  • CRM built for wealth, synced with email and calendar
  • Custodian, CRM, and planning data in every record
  • Al-powered feed of client activity and team chats
  • Advisor insights and planning context
  • AI, APIs, developer tools and MCP included
Get started

Built for firms serving 100+ clients

Core add-on

OneVest Engage

Deepen every relationship.

  • Branded client portal (web)
  • Branded client portal (mobile)
  • Compliant client messaging
  • Document sharing
  • Relationship signals (sentiment scoring)
  • Communication controls
Add to Core

Requires OneVest Core

Core add-on

OneVest Operate

Move work through to completion.

  • Account opening with custodian
  • Onboarding and money movement
  • Document signing
  • E-signature with DocuSign or OneSpan
  • AI-powered actions within workflows
  • Shared client context, carried from Core
Add to Core

Requires OneVest Core

OneVest Enterprise

A platform shaped around your firm.

Contact us
  • 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

Household, client, and contact management

core
engage
workflows
enterprise

Opportunities and pipeline tracking

core
engage
workflows
enterprise

Tags

core
engage
workflows
enterprise

Log meetings, notes, and calls

core
engage
workflows
enterprise

Calendar integration

core
engage
workflows
enterprise

Email integration

core
engage
workflows
enterprise

Advisor mobile app

core
engage
workflows
enterprise

Customer life events detection

core
engage
workflows
enterprise

Customer sentiment scoring

core
—
engage
workflows
—
enterprise

Client portal, web and mobile

core
—
engage
workflows
—
enterprise

Pulse for peer-to-peer messaging

core
engage
workflows
enterprise

Activity feed

core
engage
workflows
enterprise

Task management

core
engage
workflows
enterprise

AI assistant

core
engage
workflows
enterprise

Slack and Microsoft Teams notifications

core
engage
workflows
enterprise

Client messaging

core
—
engage
workflows
—
enterprise

Configurable workflows and case management

core
—
engage
—
workflows
enterprise

Document sharing

core
—
engage
workflows
enterprise

Document signing

core
—
engage
—
workflows
enterprise

Custodian and portfolio data sync

core
engage
workflows
enterprise

Custodial account opening

core
—
engage
—
workflows
enterprise

Custodial money movement

core
—
engage
—
workflows
enterprise

Developer tools & API access

core
engage
workflows
enterprise

MCP server access

core
engage
workflows
enterprise

Custom applications

core
—
engage
—
workflows
—
enterprise

Teams and role-based access

core
engage
workflows
enterprise

SSO with SAML and OIDC

core
engage
workflows
enterprise

Communication retention and archiving

core
—
engage
workflows
—
enterprise

Support SLAs

core
Standard
engage
Standard
workflows
Standard
enterprise

Dedicated implementation team

core
Standard
engage
Standard
workflows
Standard
enterprise

SOC 2 compliance

core
engage
workflows
enterprise

Questions firms ask first.

See it in action.

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