RIAs
Deliver high-touch advice.
Agentic AI automates onboarding, account servicing, rebalancing triggers, and client prep, so advisors spend more time deepening relationships and less time running operations.
The Agentic Advantage for Every Business in Wealth Management.
From independent advisors to enterprise home offices, OneVest adapts to the unique needs of every participant in the wealth ecosystem.
Broker-Dealers
Supervision across a distributed advisor network.
AI-driven workflows monitor activity in real time, resolve exceptions, and enforce compliance, delivering consistent oversight across every advisor without adding manual review layers.
Asset Managers
Accelerate distribution and investor servicing.
Agentic AI connects sales, service, and operations to execute reporting requests and orchestrate investor data, accelerating time to revenue.
Banks
Embed wealth into the broader client relationship.
Connect the branch, client app and digital channels in to one intelligent system. Leverage AI that automates onboarding, KYC refresh, account servicing. Maintain enterprise-grade entitlements, risk controls, and core integration.
Insurance Companies
Modernize new business and in-force policy servicing.
From new business to in-force changes, agentic AI orchestrates multi-step workflows, reduces handoffs, and automates policy servicing, improving speed, accuracy, and client experience.
RIA Aggregators
Attract top advisors. Onboard them faster.
Agentic AI streamlines advisor transitions, automates onboarding and data migration, and standardizes workflows across acquired firms, creating one unified operating model while preserving advisor independence and enabling growth without added complexity.
Run the business. Not the software.
Future-Proof Your Technology
Move from patchwork integrations to an AI-native foundation.
Drive Growth
Deliver a modern experience that attracts and retains top talent while increasing capacity per advisor.
Increase Efficiency
Automate the middle office and reduce operational cost at scale.
Elevate Client Experience
Frictionless, digital-first journeys from onboarding through ongoing service.
Operate as One.
Actionable Client Intelligence
Client data, activity history, and workflow status are continuously reviewed so timely insights and recommended actions surface automatically, helping teams act quickly without searching across systems.
Unified Collaboration Stream
Messaging, tasks, approvals, and execution live in one shared activity layer where advisors, operations, home office teams, and the agent work in context. Every action is visible, tied to the client record, and moves work forward together.
Autonomous Workflow Execution
Client workflows such as onboarding, money movement, and documentation updates are initiated and progressed by the agent, reducing manual steps, eliminating re-keying, and accelerating completion.
Ready to get started
Experience the future of wealth management, tailored to your firm's needs.