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.
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
Most platforms trap advisors in rigid and one-size-fits all workflows, slowing onboarding, increasing manual effort, and creating compliance gaps. OneVest’s intelligent workflow engine replaces static processes with dynamic, data-driven workflows that adapt automatically to clients, compliance requirements, and firm-specific policies delivering smoother advisor experiences, faster onboarding, and stronger compliance.
AI-Powered Tools
OneVest’s AI-powered tools help advisors work smarter and more efficiently by delivering actionable insights, identifying key opportunities, and guiding next steps with precision.
Next Best Action is an AI-powered feature designed to enhance client engagement by enabling advisors to anticipate client needs, optimize decision-making, and strengthen relationships by offering actionable insights directly within their workflow.
Configurable Adivsor and Client Experience
Institutions can tailor everything, from team roles to client interactions and workflows, without needing an IT team or technical expertise. This allows firms to adapt processes and launch modules quickly, scaling without having to rip-and-replace while maintaining brand identity and consistency across every client and advisor interaction.
“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.”
