Over the past year, OneVest partnered closely with our customers, RIAs and enterprise wealth organizations to understand the day-to-day challenges that slow advisory teams down. What firms asked for wasn’t more features; it was better foundations. Wealth managers wanted cleaner data, more flexible account structures, smarter automation, and infrastructure that scales as the business grows.
The product advancements introduced throughout 2025 were shaped directly by those needs. Below are the four themes we heard most consistently from customers, and the investments we made in response.
1. “Our teams need to spend less time managing tasks and more time serving clients.”
Advisors want to focus on relationship-building and strategic work, not administrative tasks. Firms requested tools that help teams stay on top of priorities without increasing operational overhead. That’s why we created:
- AI-Driven Next Best Actions
The Next Best Action feature surfaces timely reminders, follow-up opportunities, and high-priority tasks based on activity patterns and book-of-business dynamics. It helps advisors allocate attention where it has the most impact, supporting deeper client engagement and more productive days.
- A No-Code Workflow Builder That Adapts to Each Firm
Every firm operates differently, and workflows must reflect unique service models and regulatory requirements. OneVest’s improved dynamic workflow builder allows operations teams to design, deploy, and iterate on onboarding, compliance, and service workflows, all without engineering support. This provides firms with the flexibility to adapt processes as the business evolves.
- Role-Based Notifications for Home Office Control
OneVest’s new and improved notification system delivers greater flexibility and oversight for home offices by allowing different types of notifications to be configured, controlled, and delivered based on role. The platform now supports a wide range of real-time, in-app alerts across the advisor portal and client web app, ensuring that each update reaches the right audience with the right context.
Admins benefit from enhanced control over compliance-related and operational notifications. Advisors receive timely workflow and client updates that streamline communication and improve service responsiveness. Clients experience a more transparent, professional journey through proactive alerts that reinforce trust and reduce friction throughout their financial interactions.
2. “Our client relationships are more complex than traditional householding.”
Modern clients increasingly manage multiple entities, trusts, investment goals, and region-specific accounts. Firms needed more flexibility to reflect these complexities in their systems. So we brought:
- Smarter Account Structures with Account Groups
Account Groups allow firms to organize and manage accounts by trust, entity, investment objective, or any structure that mirrors a client’s real financial life, far beyond traditional householding. This makes planning and oversight easier for multi-entity or multi-goal relationships.
- Account-Level Role-Based Access
To match more complex structures, firms also requested more granular access controls. OneVest introduced account-level permissions to define who can view and manage specific accounts, including support for POA and custom roles across multi-advisor or multi-region teams. This strengthens compliance while enabling more precise delegation.
3. “We need systems that scale without adding operational burden.”
As firms expand into new regions, add advisors, or integrate new custodians and tools, they require technology that supports complexity without slowing down their teams. That means:
- Configurable, Branded Reporting
OneVest introduced fully configurable, no-code reporting tools that enable firms to select key data points, customize layouts, and apply their own firm branding. Reports more easily support regulatory, operational, and client-facing needs without engineering assistance or manual workarounds.
- A Stronger, More Connected Infrastructure
Behind the scenes, OneVest enhanced platform connectivity across custodians, CRMs, portfolio systems, and compliance tools. These upgrades create a unified operational view, reduce manual processes, and support faster onboarding, ensuring the platform scales alongside each firm.
4. “We need a clearer understanding of our clients and advisors.”
Firms emphasized the importance of seeing how advisors and clients interact with technology. Better visibility helps improve onboarding, refine training, and strengthen digital experiences across the organization. So we introduced:
- Behavior Analytics with Mixpanel
OneVest integrated Mixpanel to give firms deep behavioral intelligence across advisor and client journeys. This includes insight into:
- Onboarding drop-off points
- Workflow adoption trends
- Engagement patterns across regions, teams, or firm structures
- Client adoption of our user-centric experiences, like the mobile app, helping firms identify what is gaining traction and where additional enablement is needed
This investment ensures our technology evolves based on real user behavior, enabling continuous refinement and a smarter, more responsive platform over time
- A Real-Life View of Total Net Worth
Clients and advisors expect a comprehensive view of wealth contained in one place. OneVest’s Net Worth experience brings together liabilities, held-away accounts, real estate, private investments, and other assets in a clean, real-time interface. Plaid integration enables clients to securely connect external accounts, while additional assets can be added manually to ensure that every aspect of a client’s financial picture is captured. This unified view supports more complete planning conversations and reduces reliance on fragmented tools.
Built Through Customer Collaboration
Every enhancement released in 2025 reflects direct input from the firms using OneVest’s technology every day. The goal remains consistent: to build a modern, intelligent wealth management infrastructure that adapts to the realities of advisory work and supports the home office. From advisor-led RIAs to enterprise wealth firms operating across regions, OneVest empowers institutions to implement rapidly, maintain control and brand identity, and deliver connected client and advisor experiences.
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