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Onboarding is manual
Onboarding a wealth client requires manual coordination across branch, compliance, and operations teams before any assets move.
For BanksEnterprise-Grade Wealth.
Enterprise-Grade Wealth.
Built for Banking Infrastructure.
OneVest connects your branch, digital, and mobile banking systems with live, connected data, so advisors and clients get one experience instead of switching between separate tools.
- One system
- Connects branch, digital, and advisor channels into a single client view
- Always current
- KYC and suitability maintained on automated annual cycles
- Consistent controls
- The access rules and approval limits your team sets apply the same way everywhere
One System, Every Channel.
Enterprise Control at Every Layer.
Trusted by banks and financial institutions across North America
The Challenge
Wealth That Clients
Can Actually See.
Wealth still lives behind branch handoffs and disconnected systems, so clients can’t see it and advisors can’t act on it without chasing information across tools. It should be as visible and easy to reach as the rest of the banking relationship.
KYC falls behind
KYC refresh and account maintenance fall behind without a system to track, trigger, and complete required updates on the right cycle.
Ops work weighs on advisors
Advisors spend time on operational tasks that should run without them, limiting how many client relationships they can actively serve.
Governance gets complex
Access controls, risk thresholds, and core system integrations are complex to govern when wealth sits apart from your broader infrastructure.
Capabilities
Wealth That Never Feels Like
a Separate Product.
Automate your client-facing and operational workflows while maintaining the access, risk, and integration standards your enterprise requires.
How Your OneVest Agent Can Help.
Connect your branch, digital, and client experience across every system you already run on. Choose the solutions that you need.
Account opened and KYC submitted for review
Custodian confirmation received
Beneficiary update applied to account record
KYC refresh triggered for annual cycle
Access change flagged for approval
Client portal updated with new statement
Agentic Onboarding
The agent runs account opening, KYC, identity verification, and custodian submission in one workflow. Clients move from branch conversation to invested account without manual handoffs.
Automated KYC Refresh
KYC and suitability reviews run on schedule, route to the right reviewer, and log every update for audit. Your book stays current without chasing renewals.
Access and Risk Governance
Access is enforced at the system level, not just the screen. The approval limits and risk rules your team sets apply the same way across every workflow.
Core System Integration
Reports pull automatically from every custodian and system your team already uses. Build and deliver reporting across the full book without manual exports or reconciliation.
Proactive Account Servicing
OneVest Pulse tracks accounts continuously and flags what needs attention, including beneficiary updates, expiring documents, and life events, before clients have to ask.
Client Portal and Mobile App
A branded portal and native mobile app give clients one place to view holdings, message advisors, and move money, on any channel.
Why It Matters
Wealth at
Enterprise Scale.
One system
Branch, digital, and advisor channels connected into a single client view and operating model.
Always current
KYC and suitability maintained on annual cycles without manual compliance oversight.
Consistent controls
The access rules and approval limits your team sets apply the same way across every workflow, branch, and channel.
Ready to Make Wealth Core to the Client Relationship?
See how Agentic Wealth OS connects your channels, automates operations, and maintains enterprise-grade control at every layer.