Tomorrow’s Technology. Today’s Wealth.
Simplify and accelerate wealth management with a modular, configurable, and unified technology platform. The single pane of glass for your entire wealth firm.
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Unified. Intelligent. Scalable.
Open Architecture
Built on modern open architecture, home offices and advisors can adopt the modules they need (onboarding, compliance oversight, client portals) or deploy the full suite for maximum impact.
Workflows Engine
Workflow engine automates key processes across onboarding, account opening, compliance, and client servicing. Remove manual steps, reduce errors, and save time, all while ensuring consistency and compliance.
Tailor Without Code
Tailor without code allows
to easily tailor workflows, fields, and experiences without technical expertise. No-code tools let firms adapt processes to their unique needs while maintaining brand identity and consistency across every client and advisor
interaction.
Data
AggregationUnified data aggregation across
custodians, portfolio systems,
client applications and more into a single, reliable source of truth. By consolidating fragmented data streams into one platform, advisors and financial institutions gain a complete, real-time view of every client relationship.
Workflow Engine
Ditch rigid workflow. OneVest's intelligent engine adapts to each
client, compliance rule, and firm policy, streamlining onboarding and
strengthening compliance.
AI-Powered Tools
Work smarter with AI. OneVest's Next best Action tool surfaces
insights, spots opportunities, and guides next steps, helping
advisors anticipate client needs and deepen relationships.
Configurable Adivsor and Client Experience
Total flexibility, zero IT. Customize advisor and client experiences,
adapt workflows on the fly, and scale effortlessly, all while keeping
your brand intact.
“We are excited to partner with OneVest and implement their highly configurable platform to enhance both the client and advisor experience. This collaboration is an important step in our mission to offer unparalleled financial services supported by the best technology available.”
