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OneVest Core

One shared picture. A more connected firm.

Bring clients, data and daily work into one workspace. Give your advisors and home office the context to act, with AI and developer access built in.

Talk about Core
OneVest Core client profile artwork showing the Diaz Household overview and portfolio chart.

DATA INGESTION

One client picture, built from many sources.

Establish one true client record. Consolidate data from Custodians, CRMs, and Planning Tools to replace fragmented client views with a single source of truth.

See supported integrations
Diagram showing custodian, planning and legacy-system data flowing into a unified client record.

PULSE

The connected record of what's happening with your client.

Pulse brings communication, activity and events into one shared timeline for every client, so nothing gets lost between tools or team members.

Communication

Keep client and team conversations connected, with supported Slack and Teams integrations.

Activity and event tracking

See account activity, meetings and key events as they happen.

AI features

Use AI to summarise activity and surface what needs attention.

Audit logging

Keep a clear, reviewable record of activity for compliance and oversight.

Pulse activity timeline with account events and client-team messages.

TASKS, INBOX, AND TEAMS

Keep the team's work organised around the client.

Assign and track tasks, manage a shared inbox, and organise your firm's teams and structure, all connected to the same client context.

Tasks

Assign and track follow-ups tied to a client or account.

Inbox

Work from a shared inbox connected to client context.

Team management

Organise teams and firm structure around the way you work.

Stack of client task cards, led by a beneficiary-designation follow-up due today.

OPEN AND EXTENDABLE

Built to connect with what comes next.

APIs, developer tools, MCP and webhooks let your firm and technology partners extend OneVest to fit the way you work.

View API Docs
OneVest Developer API
GET /api/v1/clients
const url = new URL("https://us.api.onevest.ai/api/v1/clients");url.searchParams.set("status", "active");url.searchParams.set("limit", "10");const response = await fetch(url, {  headers: {    Authorization: `Bearer ${process.env.ONEVEST_API_TOKEN}`  }});if (!response.ok) {  throw new Error(`API request failed: ${response.status}`);}const { data, pagination } = await response.json();for (const client of data) {  console.log(client.id, client.name, client.status);}console.log(pagination.hasMore);
View the OneVest API reference
We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.

Rick Kent, CEO, Merit Financial Advisors

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