One connected system
Stop re-entering the same client data twice.
Integrations
Connect every system your firm already runs on.
OneVest is built as an open platform. Custodians, planning tools, e-signature, messaging, and email all connect to one shared client picture.
Less time toggling between tools
One login. One shared context.
Use OneVest data everywhere
What you connect here shows up across Core, Engage, and Workflows.
CONNECT YOUR STACK
Built to work with the systems you keep.
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Showing 21 of 21 integrations
Custodian & Brokerage
Available
Apex
Custodial data sync and workflows for account opening, account updates, transfers, money movement, and trading.
Custodian & Brokerage
Available
Charles Schwab
Custodial data sync and workflows for account opening and account updates.
Custodian & Brokerage
Available
National Bank
Workflows for account opening.
Custodian & Brokerage
Available
CI Investment Services
Custodial data sync and workflows for account opening, account updates, transfers, money movement, and trading.
Custodian & Brokerage
Available
Aviso
Custodial data sync and workflows for account opening, account updates, transfers, money movement, and trading.
Custodian & Brokerage
Available
Fidelity
Custodial data sync and workflows for account opening and account updates.
Custodian & Brokerage
Client & Portfolio Data
Available
Salesforce
Bi-directional sync keeps client updates flowing in both directions, with no manual re-entry.
CRM
Available
Orion
Bring multi-custodial data feeds and performance reporting into OneVest.
Portfolio Data
Available
Envestnet
Bring client, account, holdings, transactions, projected income, and performance data into OneVest.
Portfolio Data
Financial & Other Data
Available
LSEG
Retrieve and display delayed or real-time securities pricing data, and use it in calculations.
Financial Data
Available
QuoteMedia
Retrieve and display delayed or real-time securities pricing data, and use it in calculations.
Financial Data
Available
Plaid
Pull bank account information, instruct EFT money movement, and aggregate held-away assets and liabilities.
Data Aggregation
Available
Flinks
Pull bank account information, instruct EFT money movement, and aggregate held-away assets and liabilities.
Data Aggregation
Communication
Available
Slack
Send real-time notifications, sync discussions, and share automated dashboard updates in team channels.
Communication
Available
Microsoft Teams
Send real-time notifications, sync discussions, and share automated dashboard updates in team channels.
Communication
Available
Sendgrid (Twilio)
API-based email communications platform.
Communication
Available
Nylas
Email and calendar integration for providers such as Microsoft and Google.
Communication
Document Signing
Available
Docusign
Route documents for signature and track completion inside your OneVest case.
Document Signing
Available
OneSpan
Digital document signing for client workflows.
Document Signing
Maps & Geolocation
Available
Google Maps
Embedded address selection for locations in the United States and Canada.
Maps & Geolocation
Available
Canada Post
Embedded Canadian address selection.
Maps & Geolocation
- Schwab digital onboarding
- Announced live on September 28, 2026. OneVest clients can initiate account opening, send a secure digital envelope for client eApproval, and track approvals within OneVest. Read the Schwab integration announcement
- Listed in Envestnet's integration directory
- Envestnet lists OneVest as an integration partner in its own directory. Confirm supported workflows for your firm's setup with our team. View Envestnet's directory
One view across every custodian relationship.
Bring managed accounts together under a single client picture, so your team starts every conversation with the full financial picture, not a partial one.
Talk to us about your custodiansNeed something that isn't listed?
Use OneVest's open APIs, MCP, and SDK capabilities to connect systems that are specific to your firm. Your team can build directly, or ours can help scope the connection.