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Reporting takes days
A single reporting request pulls from disconnected systems, so what should take minutes takes days to assemble and deliver.
For Asset ManagersMake Your Products
Make Your Products
Easy to Sell and Service.
OneVest connects your data and gives advisors a workspace to complete workflows for your products and serve investors, all in one place.
- One system
- Connects onboarding, servicing, and reporting for advisors and investors alike
- Real-time data
- Investor and account records stay current without a reconciliation cycle
- Zero rebuild
- Integrates with your existing portfolio, custodian, and transfer agent systems
Faster to Revenue.
Fully Connected Across the Business.
Trusted by leading asset managers and wealth management firms
The Challenge
Distribution moves fast.
Investor servicing hasn’t caught up.
Advisors and investors expect a modern, connected experience, but service work still moves through manual handoffs instead of running quietly in the background.
Data lives in silos
Investor and account data sits across disconnected systems, so advisors reconcile a record before they can respond to a client.
Onboarding stalls
Onboarding a new investor is slow and inconsistent, delaying time to first investment for the advisor who brought them in.
Client pressure builds
Clients expect servicing on their money to be fast. When it isn’t, they get nervous, and that pressure lands on the advisor who has to manage it.
Capabilities
Every Channel. Every System.
Fully Connected.
Connects your front office, investor experience, and operations across every system you already run on.
How Your OneVest Agent Can Help.
Agentic Wealth OS connects your front office, investor experience, and operations across every system you already run on. Explore the platform to see the full picture.
Quarterly reporting package compiled from 6 custodians
Investor record updated across custodian feeds
Redemption processed, ledger updated
Advisor task queue cleared for the day
Redemption request flagged for ops review
Net flow report sent to advisor
Advisor Workspace
Advisors at every firm you distribute through get one place to see the accounts, tasks, and open items tied to your funds, instead of piecing it together across systems.
Operations Workspace
Your back office manages subscriptions, redemptions, and reconciliation from one queue, with full visibility into where every request from every channel stands.
Client Portal
Every advisor and investor across your distribution network gets a modern web and mobile experience, white-labeled to your firm, with a current view of accounts and no OneVest branding in sight.
Money Movement
Subscriptions, redemptions, and transfers move with the controls and audit trail your operations team requires, applied the same way no matter which channel the request came through.
Reporting
Ask for any fund or account view in plain language and it renders on the spot. Scheduled reports go out with branded output and a full delivery record, so every channel partner sees the same consistent number.
Collaboration, Powered by OneVest Pulse
Pulse captures every account event as it happens, positions, subscriptions, and communications, so investor and advisor records stay current across every channel.
Why It Matters
Faster to Launch.
Leaner to Operate.
Days, not weeks
Investor onboarding runs from KYC to custodian account opening without a manual handoff between teams.
On time, every time
Scheduled reporting goes out with branded output and a full delivery record advisors can point to.
Always current
Investor and account data updates in real time via OneVest Pulse, not reconciled before every conversation.
Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.
Ready for a faster, more connected experience?
See how Agentic Wealth OS connects onboarding, servicing, and reporting so your advisors and investors get a modern experience without adding headcount.