Less Admin. More Advice.
OneVest GO is an AI-native wealth relationship workspace designed for independent advisors and small RIA teams,
keeping relationships moving while the system handles the work.
Graduate from legacy CRM and fragmented tools
to a dynamic Wealth Relationship Workspace.
OneVest delivers an AI-native wealth relationship management application designed for individual advisors and small teams. It is optimized for speed, simplicity, and smarter client engagement without the complexity of traditional CRMs and daily communication tools.
Core Features
Opportunities
Visual pipeline management with kanban-style views for tracking prospects as they evolve.
Calendar & Meetings
Two-way Outlook and Google calendar sync, with team-assigned follow-ups to keep client work moving.
Contacts
Unified client and household records with custom tagging, Net Worth tracking, custom fields, and relationship mapping.
Tasks
Collaborative task management linked to clients or owners, with activity tracking.
Conversational AI
AI assistant to search communications, answer questions, and generate automated client activity summaries.
Document Management
Secure in-app file storage integrations, plus AI-driven data extraction to auto-populate workflows and notes.
Outlook/Gmail sync, templates, email-to-CRM actions and communications audit support.
Collaboration
Contextual messaging within activity logs, enabling real-time team communication as you move prospects forward.
The Wealth Relationship Workspace in Action
Intelligence is embedded into the flow of work, automating follow-ups, surfacing next best actions, and using conversation to drive outcomes.
Messaging, meetings, tasks, and client activity live together in one place, so teams collaborate in context instead of jumping between tools.
Start lean and expand as your firm grows. Workflows, conversations, and client history stay connected without migrations or system resets.
Prospecting, client management, and internal discussion happen in a continuous stream of work, reducing busywork while keeping teams aligned and informed.
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Experience OneVest GO
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