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Move Money with
Confidence.
Give advisors and operations teams an intuitive interface to process money movement requests directly at the custodians in just a few clicks.
Automate transfers,
from instruction to audit trail.
OneVest's agent executes transfers and rollovers through policy-aware workflows, flagging exceptions automatically and maintaining a fully auditable trail for every transaction.
Built into every transaction,
every time.
Select a capability to preview what your team sees at each stage, from scheduling through settlement and audit.
Transfers that execute themselves.
Your agent handles the full lifecycle of every fund movement, from scheduling and routing to settlement confirmation. Contributions, withdrawals, and routine transfers run automatically so your team focuses on exceptions, not execution.
- Schedule routine fund transfers automatically
- Streamline contributions and withdrawals
- Complete the full workflow with your agent
What your team sees
Live transfer status
One view of every handoff, from contribution to settlement, so ops never chases status across systems.
- Contribution receivedAgent scheduledIn progress
- Policy checkRules engineQueued
- Fund transferCustodianQueued
- Settlement confirmBook of recordQueued
- Audit logTime-stampedQueued
Why firms choose
OneVest Money Movement?
Three outcomes that change how your operations team works from day one.
Precision at Every Step
Your agent routes every transfer through the right policy checks before it moves. Exceptions are caught automatically, not discovered after settlement. Every transaction executes with the same accuracy, every time, regardless of volume.
- Policy checks fire before execution, not after
- Exceptions flagged and routed automatically
- Consistent accuracy across all transaction types
Always Audit-Ready
Every fund movement is logged with a time-stamped, immutable trail the moment it happens. When regulators or internal teams ask for records, reports are generated in seconds, not assembled over days from scattered systems.
- Immutable time-stamped logs for every transaction
- Full audit trails maintained automatically
- Instant reports for internal or regulatory review
Faster Execution, Less Overhead
Routine fund movements that once required manual coordination now execute end-to-end without ops involvement. Your team handles exceptions. The agent handles everything else. Scale transaction volume without scaling headcount.
- Routine transfers execute without manual coordination
- Ops team handles exceptions only
- Scale volume without adding headcount
Questions about Money Movement
Agentic Money Movement is OneVest's AI-led workflow for transfers, contributions, withdrawals, and rollovers. Your agent schedules and routes every fund movement, enforces firm policy, flags exceptions, and maintains a time-stamped audit trail without manual handoffs between teams.
Your agent completes the full lifecycle of each transfer, from scheduling and routing to settlement confirmation. Contributions, withdrawals, and recurring movements run automatically so your operations team focuses on exceptions, not execution.
Compliance reviews trigger automatically based on your firm's rules, not after the fact. Complex rollovers and approval routing are managed end-to-end so every transaction clears the right checkpoints before it moves.
Your agent monitors every transaction in real time for policy violations and anomalies. Exceptions are flagged automatically and routed to the right team for review before anything reaches the custodian or book of record.
Every fund movement generates a time-stamped, immutable log the moment it happens. Full audit trails are maintained across all transactions, so internal reviews and regulatory requests are answered in seconds, not hours.
Routine fund movements that once required manual coordination now execute end-to-end without ops involvement. Your team handles exceptions only while transaction volume scales without proportional headcount growth.
Ready to move money
with precision?
See how OneVest's Money Movement platform automates transfers, enforces policy, and keeps every transaction audit-ready.