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Onboarding
Done in
Minutes.
Capture client information once and automatically pre-populate custodian forms and workflows, eliminating manual data entry from the onboarding process entirely.
The agent manages the process,from start to verified.
Client data is captured once and flows through the entire onboarding journey.Whether the client self-serves, the advisor initiates, or ops triggers it from the back office, the experience is the same: guided, accurate, and fast.
OneVest Agentic Onboarding orchestrates every step from first touchpoint to funded account, extracting data, routing approvals, and running compliance checks without manual follow-up.
OneVest Agent
Live workflow activity
- 01Scanning uploaded identity documents…
Stage 1 of 4: Capture Once, Populate Everywhere
What the agent delivers
- Automate data extraction across documents, meeting notes, and custodian feeds
- Your AI agent routes tasks and approvals without manual handoffs
- Real-time KYC and compliance checks built into every workflow
- Configure onboarding to your firm's roles and compliance rules
Manual vs.
Agentic Onboarding
Watch the same workflow side by side. The agent finishes while manual onboarding is still waiting on handoffs.
Manual process
12–14 days
Email chains, re-keying, ops queues, and follow-ups between teams.
- Client intake email sent
- Ops re-keys application data
- Compliance review queued
Agentic onboarding
Within the hour
Your AI agent orchestrates intake, KYC, approvals, and custodian sync in one flow.
- ID verified
- KYC passed
- Approvals routed
See Agentic Onboarding on your workflows
Walk through how your firm moves clients from first touchpoint to funded account without manual handoffs.
Why firms choose
OneVest Onboarding?
Three outcomes that change how your team operates from day one.
Faster Time to Funded
Your AI agent pushes onboarding workflows forward without waiting on advisors or ops teams to manually route, re-enter, or follow up. When something needs attention, it alerts the right person automatically so accounts fund faster and nothing sits idle.
- No manual routing between teams
- Your AI agent alerts the right person at the right time
- From first touchpoint to funded account in less time
Data You Can Trust
Client data is extracted directly from documents, meeting notes, custodian feeds, and your data lake. Your AI agent populates applications from verified sources, not manual input, so errors are caught before they reach the custodian.
- Ingest from documents, notes, custodian, and data lake
- Verified data propagated system-wide on intake
- Errors resolved before submission
Scale Without Adding Headcount
Your AI agent handles the coordination work that once required dedicated ops staff. Your whole team has full visibility into every onboarding through the Pulse activity feed, so nothing gets lost as volume grows.
- Handle more clients with the same team
- Full team visibility through the Pulse activity feed
- Compliance checks and approvals run automatically
Questions about Onboarding
Agentic Onboarding is OneVest’s AI-led workflow that moves every client from first touchpoint to funded account. Your agent extracts data, routes approvals, runs KYC and compliance checks, and syncs with custodians without manual handoffs between teams.
Firms using Agentic Onboarding complete onboarding in under five minutes on average, roughly three times faster than manual processes that often take 12 to 14 days of email chains, re-keying, and ops queues.
The agent orchestrates smart data capture, custodian integrations, and self-routing workflows. It verifies identity, pre-fills applications from documents and CRM data, syncs custodian templates, routes suitability and ops tasks, and logs audit-ready compliance sign-off.
Yes, where your firm requires it. The agent automates coordination and only alerts the right person when a decision or review is needed. Advisors spend less time chasing status updates and more time with clients while onboarding keeps moving forward.
Your agent ingests data from uploaded documents, meeting notes, custodian feeds, and your data lake. Applications are populated from verified sources instead of manual re-entry, so errors are caught before submission to the custodian.
Agentic Onboarding is designed for scale. The agent handles routing, follow-ups, and compliance coordination that previously required dedicated ops effort, so your team can support higher volume with the same staff.
Ready to onboard clients
in minutes?
See how OneVest's Onboarding drives every client from first touchpoint to funded account, without the manual work.