Skip to main content
Less Admin.
More Clients.
Faster Growth.
Provide a secure, encrypted document vault where advisors and clients can upload, store and share important documents, from wills to tax returns.
The agent managesyour documents, end to end.
From agreement generation to data extraction and intelligent filing, the agent handles the document lifecycle so your team focuses on clients.
Agentic Agreement Generation
The right agreement, generated automatically.
Your AI agent generates account agreements based on account type and custodian requirements. Documents are delivered securely to the client portal for e-signature, with no manual drafting or file routing required from your team.
- Generate agreements based on account type automatically
- Built-in e-signature support within case workflows
- Secure client portal delivery with access controls
- Case-linked document storage, no duplicate uploads
What changes when the
agent manages documents?
Manual document work creates delays and errors at every step.Here's what changes when an agent manages your documents end to end.
Without OneVest
3–5 days
Average time to complete onboarding documentation manually, with re-entry, chasing, and filing across disconnected systems.
- Manual data re-entry from uploaded documents
- Agreements drafted and sent separately
- Documents filed manually, often inconsistently
- Missing data found late, stalling cases
With OneVest
Same day
The agent extracts, files, and generates in minutes. Cases advance as documents complete, with no manual handoffs.
- AI extracts data from documents into workflow fields
- Agreements generated and sent for e-signature automatically
- Auto-categorized and filed on upload
- Missing data flagged immediately, not at the end
See Document Management on your workflows
Walk through how your firm keeps every document organized, every case moving, and every advisor spending time on clients.
Why firms choose
Document Management?
Three outcomes that change how your team operates from day one.
Advisors Spend Less Time on Data Entry
Your AI agent extracts data directly from uploaded documents and populates the right fields in your workflows. Onboarding cases, KYC records, and account forms update automatically, so advisors confirm rather than re-enter.
- Automatic field population from uploaded documents
- KYC data extracted and mapped to client profiles
- Advisor review and confirm before data is written back
Workflows Move Faster and Fewer Cases Stall
Missing documents and incomplete data no longer block progress silently. The agent surfaces gaps at the right moment, keeps clients moving through onboarding and funding workflows, and advances cases as soon as requirements are met.
- Automated alerts for missing or expired documents
- Case progression tied directly to document completion
- E-signature steps embedded in onboarding workflows
Clients Get a Secure, Organized Experience
Documents are delivered, signed, and stored through a branded client portal with fine-grained access controls. Clients always have visibility into their own records, and advisors control exactly what is shared and when.
- Secure portal delivery with role-based access controls
- Automatic categorization and structured document library
- Statements and signed agreements accessible to clients anytime
Questions about Document Management
Ready for documents that
work for your firm?
See how OneVest's Document Management keeps every record accurate, every case moving, and every advisor prepared.