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Transfers take weeks
When you recruit an advisor, their clients are waiting. Getting a book transferred and invested still takes weeks of manual work.
For RIAsYour Advisors Should
Your Advisors Should
Be Advising.
OneVest handles onboarding, account opening, and client servicing in one workspace, so your advisors spend less time on admin and more time with clients.
- Hours back
- Advisors spend with clients, not admin
- Days, not weeks
- For a new advisor to bring their book over
- Every action
- Logged in an immutable audit trail
Focus on Clients
Not Paperwork.
Trusted by leading wealth management firms
The Challenge
Your tools don’t scale
the way your firm does.
Advisors buried in admin
Your best advisors are buried in admin. Every hour they spend on maintenance is an hour not spent with clients or building their book.
Supervision taxes ops
Supervision and suitability reviews slow your team down. Without a smart layer to absorb the repetition, ops pays the tax.
Capabilities
Built to Fit How Your
Firm Actually Works.
Choose the solutions your firm needs today and add more as you grow. They connect to each other, so advisors aren't stuck managing handoffs between tools.
Every capability. One connected platform.
OneVest replaces the manual coordination layer between your tools with an intelligent agent that keeps every workflow moving. Advisors spend more time with clients. Ops teams scale without adding headcount.
Client brief assembled for tomorrow’s review
KYC cycle triggered & routing for approval
EFT contribution processed, ledger updated
New account: pre-fill & custodian sync complete
IPS generated & sent for e-signature
Rebalancing workflow queued for review
Advisor Onboarding
OneVest handles data extraction, account transfers, and client onboarding, so advisor teams move their book in days, not weeks.
Account Opening
Direct API connections to your custodians handle account submission. Custodian fields surface automatically, no re-keying needed.
Client Management
Unified household profiles with KYC data, meeting prep, and follow-up, so advisor teams spend less time chasing tasks.
Document Management
Generate, tag, and organize agreements with e-signature and secure portal delivery. Missing requirements get flagged automatically.
Collaboration
Advisors and home office send messages tied to client records, with real-time visibility across the firm.
Money Movement
Execute contributions, withdrawals, and rollovers with full auditability. Cash checks run before every transaction, exceptions flagged automatically.
OneVest Pulse
Where Conversation
Becomes Command.
Pulse is the live command layer of OneVest. A real-time, AI-powered activity stream where advisors, operations, and home office teams interact directly with the agent: searching, asking, assigning, and executing work in one place.
Conversations instantly trigger workflows, route approvals, track ownership, and confirm outcomes, giving you full visibility and live status across every client and process.
See Pulse in ActionOne stream for the entire firm
Replace fragmented emails and side chats with a single flow of work tied to clients and accounts.
Turn talk into action
Launch tasks and approvals directly from conversation. No re-keying data, no switching systems.
Ask anything, execute anywhere
Query the agent from any screen to pull data or trigger a workflow without leaving your current view.
Every action accounted for
A complete, audit-ready log of every human and AI interaction for full regulatory transparency.
Why It Matters
Advisors who spend more time
with clients grow faster.
More client time
Advisors reclaim hours each week when your OneVest agent handles prep, follow-up, and administrative coordination.
Days, not weeks
For a recruited advisor to transfer their book and have clients fully invested, handled automatically via direct custodian API.
Every action logged
Immutable audit trail captures every change, approval, and document for regulatory examination.
As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure. We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.
Ready to run a more efficient firm?
See how OneVest helps your advisors spend more time with clients and less time on admin.