Personalize client onboarding. Easily capture KYC information, perform ID verification, generate and sign documents, and open accounts all with your organization's branding.
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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.
Insights and tools for the modern wealth professional
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