Deliver exceptional client service efficiently and compliantly. OneVest’s platform equips advisory firms with a centralized solution to manage client data, documents, interactions, and compliance tasks, ensuring nothing falls through the cracks.
Intelligent
Workflow
Automation
Automate and customize workflows for common tasks like onboarding, account updates and document collection, reducing admin burden, errors while freeing up advisors to focus on client relationships.
Unified
Client Record
& Documents
Centralize all client data, personal details, financial information, documents and communications lives in one place. No more fragmented systems or duplicate entries.
A 360° View
of Total
Net Worth
View each client’s complete financial picture with a centralized dashboard of accounts, holdings, and goals. Include external assets for a true net worth view.
Secure Document
Collection
& Sharing
Manage client documents with a secure digital portal that easily collects, uploads, and shares key files like ID and tax slips. Auto-tagging, version control, and permissions ensure accuracy, transparency, and control.
