Enable fast, compliant, and flexible account opening powered by dynamic workflows, custodian integrations, and built-in controls to provide a frictionless experience for both clients and internal teams.
Dynamic
Workflow
Adapt to any onboarding process with dynamic workflows. Whether onboarding through a custodian or advisor-led flows, with an advisor, OneVest delivers a seamless experience for your team and clients.
Custodian
Integrations
Automate data flow with custodian integrations that remove manual uploads and reconciliation, keeping accounts, transactions, and transfers in sync for faster, more accurate operations.
Built-in
Compliance
Configure onboarding to align with your firm’s unique workflows, roles, and compliance requirements ensuring consistency across service models, custodians, and teams.
Secure
Intake
Authenticate and collect sensitive client data with integrated digital ID verification and end-to-end encryption. Client information stays protected and compliant from the start.
