Quickly onboard clients using digital tools and personalized interactions, customized to meet their unique needs.
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/66290a83d76314877139ef86_Onboarding%20Hero%20Image.webp)
Personalize client onboarding. Easily capture KYC information, perform ID verification, generate and sign documents, and open accounts all with your organization's branding.
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/663403b1f3526d13099500f6_Slide%2016_9%20-%2059.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/6628864efcca2d6cc5e85b08_Transfer3.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/6622ca33fe3adf7f0e3506ad_features-sticky-bg.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/66290c265d7adae8f8e4964d_Configurable%20Workflows.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/66290e1cc89d24d4b8d240ef_Built%20In%20Flexibility.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/662fd635de014beeddedc307_Frame%2010155.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/662fd6c9f33f279e22dd5149_Frame%201171277429.webp)
Configurable
workflows
Easily tailor your onboarding workflows using pre-built templates, applying your brand, terminology, and processes in just a few simple steps.
Easy integrations
OneVest comes pre-integrated with third-party applications for CRM, document management, ID verification, and open banking, so your clients get one seamless experience.
Built for
compliance
Ready-to-use workflows designed for regulatory compliance help ensure your client management practices meet all necessary standards.
Built-in flexibility
Update your workflows in real time as client and regulatory needs change.
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/6622ca33fe3adf7f0e3506ad_features-sticky-bg.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/66290c265d7adae8f8e4964d_Configurable%20Workflows.webp)
Configurable
workflows
Easily tailor your onboarding workflows using pre-built templates, applying your brand, terminology, and processes in just a few simple steps.
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/6622ca33fe3adf7f0e3506ad_features-sticky-bg.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/66290e1cc89d24d4b8d240ef_Built%20In%20Flexibility.webp)
Easy integrations
OneVest comes pre-integrated with third-party applications for CRM, document management, ID verification, and open banking, so your clients get one seamless experience.
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/6622ca33fe3adf7f0e3506ad_features-sticky-bg.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/662fd635de014beeddedc307_Frame%2010155.webp)
Built for
compliance
Ready-to-use workflows designed for regulatory compliance help ensure your client management practices meet all necessary standards.
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/6622ca33fe3adf7f0e3506ad_features-sticky-bg.webp)
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/662fd6c9f33f279e22dd5149_Frame%201171277429.webp)
Built-in flexibility
Update your workflows in real time as client and regulatory needs change.
Insights and tools for the modern wealth professional
![](https://cdn.prod.website-files.com/6616e98deb2aac9914d5e8f2/663121c2fb7069aa06a937a6_cta-bg%20(1).jpg)