Dynamic Workflow
Adapt to any onboarding process with dynamic workflows. Whether onboarding through a custodian or advisor-led flows, OneVest delivers a seamless experience for your team and clients.
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.
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
