Free guide for COOs and heads of client service
The modern wealth manager's guide to client experience
Seven steps for serving clients well after the account opens, plus a printable audit that scores each part of their experience.
Download the guide
Get the 31-page guide to serving clients after the account opens, written for COOs and heads of client service.
- Seven steps, from finding out what clients expect to spotting clients who may leave
- Questions for your leadership team and a checklist at the end of every chapter
- A printable client experience audit
Download the guide
Inside the guide
Tools your leadership team can use the same week.
A 1 to 4 score for each task clients do with you
A map of the client's first year
The five things to put on the portal's first screen
Five steps to prepare messages for a market drop
Every account and family role to record, US and Canada
Six warning signs to check each month
A look at the pages
Do the arithmetic on routine requestsIllustrative staff hours your team gets back 
What clients see when they log inReal OneVest screens, shown with sample data 
Client experience auditPrintable pages to score your own client service
From leaders scaling with OneVest
“As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure. 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.”
“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.”
Give clients answers before they call.
OneVest is an operating system for wealth firms that connects your client data, custodians and workflows in one platform.