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Your CRM should work
as hard as you do.
Give advisors a simple, easy-to-use CRM purpose-built for wealth management. Use OneVest's native CRM or connect an existing one, so your advisors and operations team hit the ground running from day one.
Keep wealth relationships
moving.
CRM reimagined for wealth. Built for advisors, not administrators. Faster to use, simpler to adopt, and smarter by design, so your teams can spend less time managing tools and more time managing client relationships.
OneVest is a CRM built for wealth management, not a generic record-keeping tool. Most CRMs leave advisors filling the gap, logging calls, prepping for meetings, and chasing follow-ups. OneVest changes all of that.
- Connected across the full OneVest platform
- AI prepares advisors for every meeting automatically
- Built for scaling teams
Everything you need. Nothing you don't.
Contacts
Unified client and household records with custom tagging, net worth tracking, custom fields, and relationship mapping. Every detail in one place, always current.
Outlook and Gmail sync with templates, email-to-CRM logging, and communications audit support. Every client conversation is captured without manual entry.
Conversational AI
Advisors can ask questions across a client's full history, get instant activity summaries, and surface what matters before every meeting or call, without digging through notes.
Tasks
Collaborative task management linked to clients and owners with full activity tracking. Assign, prioritize, and close follow-ups without ever leaving the workspace.
Collaboration
Contextual team messaging inside activity logs. Advisor teams communicate in context on every client and prospect, without switching to a separate tool.
Calendar and Meetings
Two-way Outlook and Google Calendar sync with team-assigned follow-ups. Meetings link directly to client records so every action item is tracked and closed.
Opportunities
Visual kanban pipeline for tracking every prospect from first conversation to close. See where every relationship stands and what needs to move next.
Document Management
Secure file storage with Google Drive and Dropbox integrations. AI-driven data extraction auto-populates workflows and notes so nothing has to be entered twice.
Multi-Language & Multi-Currency
Support for USD, CAD, AED, GBP, and EUR, with English, French, Arabic, and Spanish localization.
The AI agent does the work.
Your advisors do the advising.
AI that runs in the background.
Meetings, calls, and emails feed into the record. The AI agent pulls data from meeting summaries, suggests next actions, assigns tasks, and flags what needs attention, so advisors stay focused on clients.
- Data pulled from meeting summaries to keep records current
- Next actions suggested and ready to assign
- Document data extracted to pre-fill workflows
The whole client book, always visible.
Every client, prospect, and opportunity is tracked in one place. Kanban pipelines, activity feeds, and team tasks keep advisors and operations teams aligned without status meetings or manual check-ins.
- Kanban views for every stage of the client lifecycle
- Contextual team chat linked to client records
- Activity feeds that keep the full team in sync
- Tasks tied to owners, due dates, and client context
Questions about CRM
Spend less time on admin.
More time with clients.
AI-native CRM, built into the OneVest platform. Your firm keeps moving while your advisors focus on what matters.